Create Your First Portfolio

Overview#

Creating a portfolio with Altrixy is a guided five-step process. The AI handles the heavy lifting — you provide the context and make the final editorial decisions.

A typical portfolio takes 3-5 minutes from start to published.

Step 1: Choose a Template#

Click New Portfolio from the dashboard or sidebar. You will see the Template Picker with the following options:

• Case Study — Deep dive into a single product initiative with problem, approach, and results
• Product Launch — Narrative of bringing a product to market, from ideation to launch metrics
• Impact Summary — One-page summary of your key achievements and metrics
• Full Portfolio — Comprehensive multi-section career portfolio
• Resume Enhancement — AI-enhanced version of your existing resume content
• LinkedIn Summary — Optimized LinkedIn About section and headline

Each template has a preview card showing the structure and example output. Click Preview to see a full sample before selecting.

Step 2: Fill in Your Experience#

After selecting a template, you will be prompted to provide context. Depending on the template, this may include:

• Role and company — Your title and organization
• Time period — When the work happened
• Situation — The problem or opportunity you faced
• Actions — What you specifically did (decisions, processes, collaborations)
• Results — Quantified outcomes (metrics, revenue impact, user growth)
• Skills used — Technologies, frameworks, and methodologies

You can also:
- Paste a resume — The AI extracts relevant information automatically
- Import from LinkedIn — Pull your experience data directly (requires LinkedIn connection)
- Upload documents — Attach PRDs, presentations, or reports for AI context

Step 3: AI Generates Content#

Click Generate and the AI begins assembling your portfolio. A progress indicator shows each stage:

1. Analyzing context — The AI processes your input and identifies key themes
2. Structuring narrative — Sections are organized for maximum impact
3. Writing content — Each section is drafted with professional PM language
4. Polishing — Grammar, tone, and formatting are refined
5. Scoring — A content quality score is calculated

Generation typically takes 15-30 seconds depending on the template complexity.

Step 4: Review and Edit#

Once generation completes, you enter the Editor view. Here you can:

• Read through each section and make inline edits
• Click Regenerate on any section to get a new version
• Adjust tone (Professional, Conversational, Technical, Executive)
• Add or remove sections using the section toolbar
• See a Content Quality Score (0-100) that updates in real-time as you edit

The editor auto-saves every 30 seconds. You can also press Cmd+S to save manually.

Step 5: Export or Publish#

When you are satisfied with your portfolio, you have several options:

• Publish — Creates a hosted page at altrixy.com/p/your-slug with a custom OG image for social sharing
• Export as PDF — Download a beautifully formatted PDF using your chosen export template
• Export as Markdown — Get the raw Markdown for use in your own website or GitHub
• Export as HTML — Standalone HTML file you can host anywhere
• Export as JSON — Structured data for programmatic use

Published portfolios can be shared via link, embedded in your website, or added to your LinkedIn profile.

Tips for Great Portfolios#

Follow these best practices to make your portfolio stand out:

1. Lead with impact — Put your most impressive metric or outcome in the first paragraph
2. Be specific — Replace vague statements with concrete numbers and examples
3. Show your process — Hiring managers want to see how you think, not just what you achieved
4. Use the STAR framework — Situation, Task, Action, Result is the gold standard for PM narratives
5. Keep it concise — A case study should be 500-800 words. A full portfolio should be 2-4 pages
6. Include visuals — Add screenshots, diagrams, or charts to break up text (upload in the editor)
7. Proofread — The AI is good but not perfect. Always do a final human review