> For the complete documentation index, see [llms.txt](https://portf-1.gitbook.io/portf-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://portf-1.gitbook.io/portf-docs/user-guide/private-attributes.md).

# Private Attributes

A **Private Attribute** is a custom tag only visible to your fund. It allows you to consistently categorise and track investments for internal analytics. Common examples include:

* Assigned Portfolio Manager
* ESG Category
* Internal Team
* Impact Rating

These attributes improve visibility across your portfolio and streamline internal workflows.

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### When to use Private Attributes <a href="#when-to-use-private-attributes" id="when-to-use-private-attributes"></a>

Use them when you want to:

* Organise investments by internal categories
* Track fund-specific data not shared with companies
* Filter or sort portfolio views

{% hint style="info" %}
***Follow this demo below on how to add and assign private attributes***
{% endhint %}

{% @arcade/embed flowId="btPPjz4hrMZwRTZiiNZf" url="<https://app.arcade.software/share/btPPjz4hrMZwRTZiiNZf>" %}

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## Deleting a Private Attribute

* Click **Delete** on the line item.

{% hint style="danger" %}
⚠️ WARNING: Deleting an attribute will permanently erase all associated data.
{% endhint %}

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## Best Practice Example

*A fund uses a Private Attribute called "Owner" (Flexible List) to assign each investment to an internal team member.*

*Another attribute called "Theme" (Fixed List) categorizes companies by investment mission.*

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