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