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UPG is in early alpha. The specification is still evolving and may change between versions.
Tools/Areas & Change Log/create_portfolio

create_portfolio

Create a portfolio entity in the portfolio document (`.upg/portfolio.upg`): the investment / grouping container products and operating functions belong to. A first-class wrapper over `create_node({type:"portfolio"})` (closes gap G2 / #39). `kind` sets the posture: owned (default), watched (the only kind that relaxes product grading), or the owned-side groupings strategic / internal / gtm (e.g. a Go-to-Market portfolio of revenue operating_functions). The portfolio document is created on demand.

Areas & Change Logatomic per write.

Arguments

titlestringrequired

Portfolio name (e.g. "Go-to-Market", "Internal Functions")

descriptionstringoptional

The portfolio's strategic focus

kindstringoptional

Investment posture / grouping (default owned). Only watched relaxes product grading.

ownedwatchedstrategicinternalgtm
parent_portfolio_idstringoptional

Parent portfolio id for nesting (a sub-portfolio)

hierarchy_modelstringoptional

How products are structured within this portfolio

flatnestedmatrix

Returns

Shape
{ node, portfolio_file, written_to }

node is the typed UPGPortfolio record persisted to portfolios[].

See Also