Added

[Jul 8, 2026] Bulk Portfolio Monitoring

You can now add many businesses to Portfolio Monitoring in a single request instead of creating items one at a time:

POST /portfolio/items/bulk

This is the recommended path for onboarding an existing book of business or backfilling a portfolio at scale. Items created in bulk inherit the same monitoring policy and notification structure as individually created items.

You can also do this request manually directly in the console.

See Portfolio Monitoring: Basics for the request format.