> ## Documentation Index
> Fetch the complete documentation index at: https://docs.signa.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolios

> Organize trademark records into folders with your own docketing references

Portfolios are organization-owned folders of Signa trademark records. Use them to
group a client's marks, attach your own membership references, and request computed
deadlines. They do not track matters, tasks, or completion status.

<Snippet file="portfolios/access.mdx" />

## Limits

The current configured allowances are:

| Plan       | Portfolios | Distinct managed marks across all portfolios |
| ---------- | ---------- | -------------------------------------------- |
| Free       | 3          | 500                                          |
| Beta       | 20         | 5,000                                        |
| Starter    | 10         | 5,000                                        |
| Pro        | 50         | 50,000                                       |
| Enterprise | Unlimited  | Unlimited                                    |

Removing a trademark from your last portfolio that contains it releases its
managed-mark slot. Exceeding either allowance returns 409
`resource_quota_exceeded`, with `quota_scope` identifying `portfolios` or
`managed_marks`.

Add and remove requests accept **at most 100 entries**. The per-portfolio
deadline cap above applies to both the JSON list and the calendar download, and
holds even on plans with larger managed-marks allowances; exceeding it returns
422 `portfolio_too_large`. Split large portfolios; date/type filters do not
reduce the mark count for this cap.

## Membership references

When [adding marks](/api-reference/portfolios/add-trademarks), use `items` to attach
an optional `external_ref` to each membership. It is trimmed, 1–255 characters,
case-sensitive, and unique within that portfolio. A trademark in two portfolios
can carry a different reference in each.

A reference can be attached to a membership that has none. Once bound, changing it
or reusing it for another mark returns 409 `external_ref_conflict`; the whole add
batch rolls back. Remove the membership and re-add it to bind a different reference.

Look up a reference with
[Retrieve Portfolio](/api-reference/portfolios/retrieve) using `?external_ref=...`,
or [remove memberships](/api-reference/portfolios/remove-trademarks) by sending
`external_refs`. Unknown references return an empty membership result or remove
nothing. References cannot create placeholder marks outside Signa's records.

## Workflow

1. [Create a portfolio](/api-reference/portfolios/create).
2. [Add trademark IDs and references](/api-reference/portfolios/add-trademarks).
3. [Retrieve its members](/api-reference/portfolios/retrieve) or
   [list computed deadlines](/api-reference/portfolios/deadlines).
4. Optionally [download a calendar file](/api-reference/portfolios/deadlines-ics)
   and import it into your calendar. The bearer-authenticated URL is a download;
   calendar subscriptions and automatic synchronization are unavailable.

Every POST, PATCH, and DELETE requires an `Idempotency-Key`. Retry the same target
and body with the same key to replay the response for 24 hours. Reusing the key
with a different target or body returns 409 `conflict`.