Loading the Sample Portfolio
Use synthetic sample deals to learn the app and capture screenshots safely.
Purpose
The sample portfolio provides labeled demo data for Analyze, Results, Modules, Discover, Portfolio, and Reports.
When to use it
You want to learn without entering real deal data.
You need App Review or screenshot material.
You want examples for modeled, draft, owned, and portfolio-ready workflows.
Inputs needed
No real deal data required
Settings access
How to read the output
Every sample deal is visibly labeled Sample.
Samples are synthetic and should not be treated as market comps.
Loading is idempotent, so repeat loads should not duplicate deals.
Common mistakes
Editing sample data and later mistaking it for a live deal.
Using sample output as market support.
Forgetting to disclose sample/demo context in screenshots.
Next steps
Open Analyze
Open Portfolio Review
Open Report Center
Professional note
Sample data is intentionally fictional and exists for education, QA, and demonstration.