---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# View all your investment boards in one location

# View all your investment boards in one location {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Display all your important investment boards in a single location using the My
Investment views page.

When you open the Investment Portal module, you start in the My Investments Views page where
you can:

* [Create
  investment boards using filter conditions](https://www.servicenow.com/docs/44OAlqwaVz3ohxyPZzycxQ "View the projects and demands that are important to you by creating a personalized investment board using filter criteria you define.").
* [View
  widgets on an investment board](https://www.servicenow.com/docs/41LHdz95sYLYf_4CLYvAqw "Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page.").
* Search for an investment board by the name or owner.
* View boards in different color bands based on the applied filter, such as portfolio or program. For example, the green color band on the card, in the following screen shot, indicates that the projects and demands are filtered by a portfolio.
* Drill down an investment board to review its projects and demands in terms of cost, schedule, and scope.

{#my-investments-tabs__ul_sp2_5bx_pcb}

## Tabs {#my-investments-tabs__section_c5j_trt_jdb}

Access investment boards more quickly by using tabs.

* Recent: Recently accessed investment boards.
* Bookmarked: Bookmarked investment boards.
* Created by me: Investment boards you own.
* Shared to me: Investment boards that are shared with you.
{#my-investments-tabs__ul_jdp_xdm_qcb}

## Investment board {#my-investments-tabs__section_ndb_d3d_5cb}

Key details of an investment board include:

* Row 1: Name, owner, and type of the board.
* Row 2: Some out-of-box investment metrics. The number of metrics displayed in this row is fixed, but you can [configure](https://www.servicenow.com/docs/41LHdz95sYLYf_4CLYvAqw "Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page.") which metrics are displayed,  
  Figure 1. Example of an investment board
{#my-investments-tabs__ul_l5z_fz4_dbb}
**Related concepts**   

* [Investment Portal](https://www.servicenow.com/docs/L~Ycn8fN5MsUEhfAIw~P7A "Completing projects and demands on time within budget is a challenge. Investment Portal gives you a comprehensive view of project and demand financials, deadlines, and other important metrics in an intuitive user interface that makes project and demand management more efficient.")  
**Related tasks**   

* [Create an investment board](https://www.servicenow.com/docs/44OAlqwaVz3ohxyPZzycxQ "View the projects and demands that are important to you by creating a personalized investment board using filter criteria you define.")
* [Track your key investments](https://www.servicenow.com/docs/GEGcp2uO3dQW~QdoIzr5_Q "Track and analyze the cost, schedule, and scope of your investments in one place using Investment Portal.")
* [Configure your investment metrics as widgets](https://www.servicenow.com/docs/41LHdz95sYLYf_4CLYvAqw "Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page.")