# Portfolio

> Every keyword EOMA holds for your brand, what the list is worth in clicks, and the controls to add, pin or set aside keywords yourself.

Source: https://eoma.ai/docs/pages/portfolio
Product: EOMA — AI search visibility for brands (https://eoma.ai)
Last updated: 2026-08-14

---
## In 10 seconds

- This is the only screen where you can add a keyword, pin one, or set one aside.
- Pinning spends from the same weekly budget the machine uses — what you pin always wins, one of its picks drops out.
- The table opens filtered to the monitored set, not the whole pool. The filter chip is highlighted when it is narrowing.

## Before you start

- Your keyword list must exist. EOMA builds it for your brand by hand during
  setup; it is not started by your signup, so a new brand can sit empty here for a
  while through no fault of its own.
- Nothing else. Every plan opens this screen. Your plan sets two caps: how many
  keywords the pool may hold, and how many get a full Google results page fetched
  each week — the second is also the cap on how many you may pin. See
  [Plan and usage](/docs/settings/plan-and-usage).

## Steps

### 1 — Open SEO → Portfolio

```
┌─ sidebar ──────────────┐
│ ● SEO                  │
│     Opportunities      │
│     Portfolio     ← click
│     Rank Tracking      │
└────────────────────────┘
```

### 2 — Add a keyword you want measured

Type it into the box above the table and press Add. Anything is accepted,
including terms with no reported search volume — those never come up in automatic
discovery and are often the ones that convert.

```
┌──────────────────────────────────────────────┬───────┬──────────────┐
│ Add a keyword you want tracked…              │  Add  │ 12 of 50 pinned│
└──────────────────────────────────────────────┴───────┴──────────────┘
```

### 3 — Pin what matters, set aside what does not

Every row has two buttons on the right. **Pin** forces a keyword into the weekly
measurement whatever the score says. **Remove** means "not my market" — it hides
the row and stops the keyword coming back through discovery. Nothing is deleted:
the *Set aside* filter lists everything you removed, with a **Put back** button.

## What you'll see

### "Demand · N monitored keywords" and the big clicks figure

The top panel. One large number with *clicks/mo — what this portfolio is worth*
beside it: the monthly clicks you would take at position 1 on every keyword being
measured.

### "How much of the demand you cover" and "How much of the ceiling you take"

Two meters under it. The first compares the searches you measure against all the
searches in your pool. The second compares today's clicks against that ceiling.

### "Is this demand the buying kind?"

A colour bar splitting your measured demand by intent, with the number of keywords
the percentages rest on. It is hidden entirely when no intent is known.

### "Measured on the next scan"

A dashed coral box, shown only when you have pinned something the weekly pass has
not acted on yet. It sits directly under the add box, so a keyword you just
requested is the first thing you see rather than something to hunt for in the table.

### The five-column rail — "Keywords", "Google demand", "AI demand", "Ranking", "Top 3"

Counts for the whole pool, under the demand panel.

### The filters and the table

A search box, an intent list, a status list (*All*, *Ranking*, *Not ranking*,
*Monitored*, *Pinned by you*, *Set aside*), a **Closest to page 1** button, and the
count of rows shown. Then the table: Keyword, Google, AI, KD, Intent, You, Yours.
Your pinned rows are grouped at the top under *What you pinned*.

## Reading the numbers

**The big clicks figure — for example 488.** If you held position 1 on every
keyword currently being measured, those searches would send you about 488 visits a
month. It is a ceiling, not a forecast — but it tells you whether this list is
worth a quarter of work or an afternoon.

**"How much of the demand you cover" — for example %64.** Of all the searches in
your pool, 64% sit on keywords that are actually being measured each week. The
line under it names how many pool keywords have no measurable volume at all; those
can never be covered by this meter.

**"How much of the ceiling you take" — for example %3.** You earn about 15 of a
488-click ceiling. A low number here is not a fault in the data; it is the gap
between where you rank and position 1, which is exactly the work
[Opportunities](/docs/pages/opportunities) lists.

**The intent bar — for example `buy 12,400 · compare 3,100 · learn 900`.** Monthly
searches by what the searcher wants. A portfolio that is mostly *learn* will grow
traffic and not sales. If purchase-intent demand is exactly zero, the panel says
so in words rather than leaving you to read a missing colour.

**"Keywords 1,712 · 50 monitored".** Your pool holds 1,712 keywords; 50 get a full
Google results page fetched every week. The pool cap and the weekly cap are
different limits and both come from your plan — 200 to 10,000 for the pool, 25 to
100 for the weekly set.

**"Google demand 214K", "AI demand 18.2K", "Ranking %61", "Top 3 27".** Pool-wide
totals — monthly Google searches, monthly answer-engine demand, how much of the
pool you appear on, and how much of that sits at the very top. They cover the
whole pool, so they are larger than anything the meters above use.

**A dash in the Google column.** Volume could not be measured. About nine in ten
keywords sit under every tool's reporting floor, so this is common and does not
mean nobody searches for it. **KD** beside it is keyword difficulty, 0 to 100,
lower is easier.

**The You column — `#14` with a short bar, or "not monitored".** The bar is scaled
by how much traffic that position is actually worth, so it empties past #20 on its
own. *not monitored* means the keyword was never measured, which is different from
a dash, which means it was measured and did not appear in the top 20.

**"12 of 50 pinned".** You have used 12 of your plan's weekly measurement slots on
your own choices. When the budget is full, what you add still wins — one of the
machine's picks drops out instead. Your own pins are never displaced.

**Two badges on one row, "pinned" and "monitored".** They are independent facts and
can disagree for up to a week: *pinned* is your decision, taking effect
immediately; *monitored* is what the weekly pass has acted on. Each brand's pass
runs on its own cycle, so there is no fixed day to wait for.

## When it goes wrong

| You see | Why | What to do |
|---|---|---|
| "No keywords for *your brand* yet. Your portfolio is built during setup and appears here when it is ready." | The keyword list has not been built for your brand. That step is run by hand at EOMA and is not triggered by signing up. | Ask support to start it. Every SEO screen stays empty until then. |
| "No keywords match these filters." on a brand that clearly has keywords | The status filter opens on *Monitored*, not on everything. | Switch the status list to **All**. |
| "You've pinned as many keywords as your plan tracks. Un-pin one to make room." | Your pins have filled the weekly budget. | Un-pin one, or raise the cap by changing plan on [Plan and usage](/docs/settings/plan-and-usage). |
| "Your plan measures N keywords but you have pinned M. The excess will not enter the next scan." | More pins than your plan's weekly budget, usually after a downgrade. We will not name which rows are excluded, because the order is not meaningful. | Un-pin down to the cap so you choose what is dropped, rather than us. |
| "Could not add that keyword." / "Could not save that change." | The write failed. Nothing was changed. | Try again. If it repeats, contact support. |
| A keyword you added is not in the table | New pins wait in *Measured on the next scan* above the table until the weekly pass picks them up. | Nothing to do. It moves into the table by itself. |
| You removed a keyword and want it back | *Remove* hides the keyword and closes the discovery door; it deletes nothing. | Set the status filter to **Set aside** and press **Put back**. |

## Related

- [Rank tracking](/docs/pages/rank-tracking) — the weekly measured set, with positions
- [Opportunities](/docs/pages/opportunities) — which of these keywords to work first
- [Plan and usage](/docs/settings/plan-and-usage) — the pool cap and the weekly cap