**Portfolio Merging**  
**Goal:** Allow users to merge their portfolios and view holdings in one view.  
  
**Audience:**  
- Users: Equity holder, Employees, Investors (Corporations), Investors (Fund Admin), LP  
- Companies on Launch, Starter, and Growth  
- Platforms: Web, iOS and Android  
  
**What’s New:** Users will now be able to merge multiple portfolios into a single one using the self-serve portfolio merge tool.  
  
- **Organization:** Organize and view different company holdings in a single portfolio  
- **Customization:** Customize portfolio views by selecting which portfolios to merge  
  
  
  
**Timing:** Rolled out on 09.24.2020  
  
**Resources:** [https://support.carta.com/s/article/merging-portfolios](https://support.carta.com/s/article/merging-portfolios)  
  
Hassan Waheed