If you would like to receive alerts each time a firm listed in your portfolio updates its ADV regulatory filings, follow the steps below:
1. Navigate to Data Hub > "ADV Portfolio."
2. Toggle to "Customize Portfolio" and search for the individual Firms that you would like to track. Select "Track" to the right of each Firm.
3. To add Firms that you would like to track in bulk, use the "Upload CRDs in Bulk":
4. If you would like to create a separate portfolio for each of your teammates, and not firmwide, select the user's name from the dropdown and start tracking as it is specified in step #2:
See the video below for additional details on how to create an ADV portfolio: