Product hub
GACross-product investment management · rank, sequence, and audit the strategic portfolio.
What it is
Portfolio Management is where a company manages its own products rather than competitor data. Catalog every product in an editable grid, capture rich attributes, relationships, variants, translations, and version history, and track each product's lifecycle through linked roadmap work. It brings together the product catalog, financial planning, relationships, workflow automation, forecasting, AI enrichment, and more in one workspace.
See it in the product
Portfolio Management
A live capture from the production workspace lands here once Portfolio Management ships its public preview cohort.
Top 4 capabilities
Each capability is the parent of dozens of typed features in the production taxonomy. Hover any feature in Studio to drill into the underlying nodes.
12 features
Financial Planning models the economics of each product through revenue, cost, and profit-and-loss data. It renders clear financial statements and charts so teams can understand and plan the financial health of the portfolio.
10 features
The product catalog presents your entire portfolio in a fast, scrollable grid. Create, edit, and remove products, make bulk changes, organize products into families, search across everything, and save the views your team returns to most.
5 features
Item Relationships connects each portfolio product to related entities across the graph and to other portfolio items. Every link appears as a clear chip with its own quick-action menu, so the full web of relationships around a product is easy to navigate.
5 features
Workflow Automation lets you define workflows that run automatically when conditions are met across your portfolio. Schedule recurring runs and route important changes through approval steps so the portfolio stays accurate and governed.
More from the Product hub
Analyst-grade matrices comparing competitor coverage, fit scores, and requirement gaps across taxonomies.
Browse and edit user + vendor taxonomies. Discovery, extraction, and import jobs.
Multi-quarter product planning grounded in the live competitive + customer graph.
30-minute walkthrough. We'll filter the workspace to your category and walk through the top capabilities live.
