[02/07]Portfolios / the product tour

Budgets managed like a portfolio.

Group campaigns across Google, Microsoft and Meta into portfolios with one budget and one goal. The engine allocates inside the portfolio nightly — you set the strategy, review the staged moves, and stay in control.

[01]The model / what’s in a portfolio

One budget. One goal. Every platform.

A portfolio is the unit of strategy: the campaigns that share a purpose, pooled under a single daily budget — wherever they run.

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Cross-platform by design

Google Search next to Meta prospecting next to Microsoft Shopping — in one pool. The engine allocates across all of it on equal footing, in your reporting currency.

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A goal the engine steers by

ROAS, conversions or revenue — or a custom goal routed from GA4, Shopify or your CRM, so the engine optimises toward your source of truth, not just platform-reported numbers.

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Guardrails per campaign

Min / max allocation shares, budget and target locks in native currency, max step per run. Hard constraints — the engine never crosses them.

Why portfolios? Because campaign-by-campaign budgeting optimises each tree and loses the forest. Pooling spend lets every pound flow to the campaign with the most marginal headroom — the engine’s whole job. That’s how fund managers run money, and it’s how ad budgets should run too.
[02]Control / staged, reviewed, verified

You stay the fund manager.

Optimisation is a proposal until you say otherwise. Every run stages its moves before anything touches your ad accounts.

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Optimise on demand

Click Optimise on one portfolio — or Optimise All and watch every eligible portfolio stage in place. Re-run and adjust as many times as you like before executing.

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Review every move

Proposed budgets and targets, campaign by campaign — each with its score decomposition, so you can see exactly which signals drove the change. No black box.

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Push when ready

Execute pushes to the platform APIs, then reads every value back to confirm it landed. Trusted portfolios can graduate to scheduled nightly runs — with the same staging and read-back.

Presets, then personalised. Conservative, Balanced, Aggressive and Turbo give every portfolio a sensible starting point — and a Personalised option analyses your portfolio’s own data to suggest optimal settings.