A portfolio is a stored group of patents. You can save your search results or upload a group of patents. Once a portfolio is created you can view analytics, create a deal room or offers.


How to use Portfolio

  1. First you must be logged into the system

  2. Click Manage Portfolio drop down and select My Portfolios

There a few ways you can create portfolios: You can do a search and save the results as a portfolio or you can upload a portfolio from an Excel spreadsheet.


3. Click on the portfolio name to view

  1. Top Categories of the portfolio are displayed. To see more categories click on More.

  2. Verify Patents allows you to log your patents onto the blockchain.

  3. Copy Link allows you to share your portfolio with other users

  4. Create Deal Room

  5. Embed Portfolio gives you html text to add your portfolio to a blog post

  6. Supporting Documents allows you to store documents pertaining to the portfolio

  7. Global Patent Registry

  8. Current Assignee filter allows you to filter the portfolio by assignee

  9. Priority Date filter allows you to filter by priority date

  10. Document Source filter allows you to filter by country patent is registered or by document source for non patent literature

  11. Legal status allows you to filter results by it’s current legal status

  12. Type is Application, Grant or Non-Patent Literature

  13. Number is the Application, Grant or Non-Patent Literature number

  14. Application number of the patent

  15. Global Patent Registry

  16. Qscore is a single score that is designed to measure the overall relative quality of a patent in a large collection by taking into account various attributes, including the citation network of the collection and a measure of value that the patent owners assign to it.

  17. VScore represents how close prior art matches the first claim of the patent. A higher score means there is less matching prior art in the collection related to the patent. The score considers the first claim’s limitations, the text of the art, the link structure of the citation network, and the patent classification.

  18. Title of the patent or document

  19. Current Assignee

  20. Priority Date

  21. Source

  22. Legal Status