Portfolio Management: How to create and edit portfolios in Ad Optimizer

Portfolio Management: How to create and edit portfolios in Ad Optimizer

Definition: A portfolio is used to organize and structure your campaigns. It works like a basket, which you can fill with as many campaigns as you want. A dedicated budget can be defined on a portfolio level (without having to assign each campaign a daily budget). 

Use Case: Portfolios are used to group several campaigns together and define an overall budget for that group of campaigns. This allows an assignment of a dedicated budget to a certain group of campaigns (which is not used for any other campaigns). You might want to split your budgets by categories, brands, campaign types, BCG matrix (cash cows, stars, question marks), or keyword types (branded vs. unbranded). 

metoda Ad Optimizer logic for portfolios: In the Ad Optimizer, portfolios are the central part of budget management. You need to create a portfolio within the metoda system, define a budget for it and assign each campaign to one of these portfolios. You can create up to 100 portfolios per entity. 

Step 1: To access the portfolios view, click on “Portfolios” in the sidebar on the left of the screen as follows:


That page provides an overview of all portfolios metoda is managing for you. Note that we only manage portfolios created via our system (all others are not visible).

Step 2
: Create a new portfolio by clicking the “New portfolio” button.

Just type the name of the new portfolio into the field. As all metoda-created portfolios need to start with "m_", this is already pre-filled. Define the portfolio name in a way that makes it easy to recognize, e.g. "m_sponsored_brands" or "m_kitchen_appliances". 

Keep in mind that the portfolio name must be unique, otherwise, creation will fail!

Step 3: Click on "Create Portfolio". The portfolio will be created on Amazon immediately.

  • If you want to edit the name of an existing portfolio, click on that portfolio's name and Type the new name of the portfolio. The change is automatically saved when you click anywhere else and will be visible on Amazon Ads Console right away.

Important notes:

Once a portfolio is created, it cannot be deleted (this is an Amazon limitation).

The limit of portfolios on Amazon is 100 per entity. Once this limit is reached, you cannot create any new portfolios. Still, you can always rename old portfolios to reuse them.