---
title: Adding SMEs to your portfolios.
description: This article walks you through adding SMEs to your portfolios.
image: https://knowledge.wiserfunding.com/hubfs/Wiserfunding%20Logo%20-01%20(3).png
---

[Skip to content](https://knowledge.wiserfunding.com/add-sme-to-portfolio#main-content)

English

Show submenu for translations

[File a support ticket](https://knowledge.wiserfunding.com/kb-tickets/new?hsLang=en)

![Logo\_Wiserfunding Logo -01-2.png\]](https://knowledge.wiserfunding.com/hs-fs/hubfs/Logo_Wiserfunding%20Logo%20-01-2.png?height=50&name=Logo_Wiserfunding%20Logo%20-01-2.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [File a support ticket](https://knowledge.wiserfunding.com/kb-tickets/new)
- wiserfunding.com

 wiserfunding.com

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Centre](https://knowledge.wiserfunding.com/?hsLang=en)
2. [Using the Wiserfunding Platform](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en)
3. [Portfolio Management](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#portfolio-management)

# Adding SMEs to your portfolios.

## This article walks you through adding SMEs to your portfolios.

The easiest way to add SMEs to your portfolio is to use the search bar within the portfolio.

![Add-to-Portfolio-1](https://knowledge.wiserfunding.com/hs-fs/hubfs/Add-to-Portfolio-1.gif?width=623&height=359&name=Add-to-Portfolio-1.gif)

We want to give you the quickest ways to add SMEs to your portfolio. That’s why you can add SMEs from:

1. Within a generated report: 
     - Click on ‘Manage Portfolios’ in the top right of a report,
     - Select the portfolio(s) you want this SME to be part of,
     - Click Update.  
       ![Add-remove from a report](https://knowledge.wiserfunding.com/hs-fs/hubfs/Add-remove%20from%20a%20report.gif?width=688&height=401&name=Add-remove%20from%20a%20report.gif)
2. Reports list table (Organisation Reports, My Reports, Multiple Companies) 
     - Select the SME(s) you want to attach to a portfolio,
     - Click the add \[+\] button,
     - Select the portfolio(s) you want the SME(s) to be part of,
     - Click Add.  
       ![Add to portfolio from Reports](https://knowledge.wiserfunding.com/hs-fs/hubfs/Add%20to%20portfolio%20from%20Reports.gif?width=688&height=399&name=Add%20to%20portfolio%20from%20Reports.gif)  
       Note: To remove SMEs from portfolios, select the portfolios you want to make changes to, click the remove \[-\] button.
3. From Batches: 
     - Select the SME(s) you want to attach to a portfolio,
     - Click the add \[+\] button,
     - Select the portfolio(s) you want the SME(s) to be part of,
     - Click Add.  
       ![Add to portfolio from Batch](https://knowledge.wiserfunding.com/hs-fs/hubfs/Add%20to%20portfolio%20from%20Batch.gif?width=688&height=399&name=Add%20to%20portfolio%20from%20Batch.gif)  
       Note: To remove SMEs from portfolios, select the portfolios you want to make changes to, click the remove \[-\] button.

---

If you have any further questions or face any issues, [please contact our support team.](https://knowledge.wiserfunding.com/get-more-help?hsLang=en)

- [Using the Wiserfunding Platform](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#main-content)

    - [Running New Reports](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#running-new-reports)
    - [Updating Reports | Adding More Data](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#updating-reports-adding-more-data)
    - [WiserAI Documents](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#wiserai-documents)
    - [Portfolio Management](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#portfolio-management)
    - [Using Wiserfunding APIs](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#using-wiserfunding-apis)
    - [Integrations](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#integrations)
    - [General](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#general)
- [Understanding the Credit Insights](https://knowledge.wiserfunding.com/understanding-the-credit-insights?hsLang=en)
- [Create Users | Passwords | Contact Support](https://knowledge.wiserfunding.com/create-users-passwords-contact-support?hsLang=en#main-content)

    - [Contact Support](https://knowledge.wiserfunding.com/create-users-passwords-contact-support?hsLang=en#contact-support)
    - [Admin](https://knowledge.wiserfunding.com/create-users-passwords-contact-support?hsLang=en#admin)
- [Platform Release Notes](https://knowledge.wiserfunding.com/platform-release-notes?hsLang=en#main-content)

    - [API Versioning Policy](https://knowledge.wiserfunding.com/platform-release-notes?hsLang=en#api-versioning-policy)

[![Chill listening crop-3](https://knowledge.wiserfunding.com/hs-fs/hubfs/Favicon-1.png?width=23&height=24&name=Favicon-1.png "Chill listening crop-3")](http://wiserfunding.com?hsLang=en)

<https://www.linkedin.com/company/wiserfunding/> <https://twitter.com/wiserfunding> <https://www.facebook.com/wiserfunding/>

Copyright © 2026, Wiserfunding Ltd