Portfolio setup

A portfolio is a comprehensive report that provides recommendations for optimising the budget of a specific set of campaigns, ad platforms, or channels to achieve a defined goal.
Our advanced algorithm will assess the portfolio’s potential. It will then suggest optimal budget reallocation strategies for the time frame selected in the optimization schedule option, along with estimates of potential gains and ROI uplift.

Portfolio Settings

To set up a portfolio, configure the following settings. Note that all options, except the strategy and optimization granularity, can be edited later.
Image without caption


The portfolio strategy is the goal that you want to achieve for your portfolio. For each portfolio you can choose the optimisation strategy that best aligns with your goals. We provide the following options:
  • Maximise Conversions: Allocate budget in a manner likely to generate the highest number of conversions.
  • Maximise Revenue: Allocate budget in a manner that has the potential to generate the highest revenue.
Additional strategies will be available soon:
  • Maximise clicks
  • Maximise impressions
  • Target CPA
  • Target ROAS

Optimisation Goal

Select the conversion and attribution model that you want to use for your optimisation goal.
For more information on attribution models refer to our guide - Attribution models.

Optimisation Schedule

Choose the time interval to receive budget recommendations—options include weekly, bi-weekly, or monthly. Your portfolio's actual performance during the selected time interval will be compared to its potential future performance within the chosen time frame.

Optimisation Granularity

This setting allows you to choose the level at which budget allocation recommendations are generated. This setting provides flexibility in tailoring recommendations to suit your specific management preferences. There are three primary options available:

Campaign Level Granularity

If you select the campaign level granularity, SegmentStream will provide recommendations specific to individual campaigns. This option is ideal for users who prefer a more detailed, micromanaged approach to budget allocation, allowing for precise control over campaign-level spending.

Ad Platform Granularity

For those who prefer managing marketing budgets at a broader level, the Ad platform granularity is available. By choosing this option, SegmentStream will suggest an overall budget allocation strategy for optimal performance across each ad platform used.

Channel & Custom Granularity

To further customise the level of granularity, you can leverage the predefined Channel dimension or create new custom dimensions. This allows you to group campaigns and ad platforms based on your unique business logic, tailoring the optimization recommendations to align with your specific needs. For detailed instructions on creating custom dimensions, refer to our guide - Custom dimensions.

Campaigns, Ad Platform, Channel & Custom dimension selection

You can choose to optimize only specific groups. For instance, you can exclude groups that do not scale effectively.