A portfolio is powerful analysis tool in DEMAND360.
Portfolios are collections or groups of TV shows, movies or talent that you can use across all analyses.
In this article, you'll learn how to use portfolios to:
Understanding Portfolio Types
Let's cover the different types of portfolios across DEMAND360.
Custom and Pre-Set Portfolios
Custom Portfolios - portfolios created by yourself or your peers within your company account. They can be private or shared with your team. You can create portfolios by selecting individual titles/talent or by any filter criteria, e.g. english action and adventure shows that exclude horror and have been release this year.
Pre-Set Portfolios - portfolios create by Parrot Analytics, e.g. platform and genre portfolios.
Content and Talent Portfolios
Content Portfolios - portfolios of TV shows only, movies only, or both TV shows and movies combined.
Talent Portfolios - portfolios of talent.
Static and Live Portfolios
Static Portfolios - titles in a static portfolio remain the same based on the filter selection being true at the time the portfolio was created.
Live Portfolios - titles in a Live portfolio refresh automatically based on the filters that were applied when the portfolio was created.
Note: When you create a custom portfolio with filters and select "All", the portfolio will default to Live - to turn it into a static portfolio simply turn off the Live Portfolio toggle.
Tip 💡 When selecting portfolios in your analysis you can quickly identify the Live Portfolios with the green circle 🟢 .
Creating a Portfolio
You can create portfolios in two different ways
In the Portfolios section - create and manage custom portfolios directly from the Content Portfolio or Talent Portfolio page.
On the fly on selected analysis pages - currently you can create portfolios on the fly on the TV Leaderboard, Comparator and Demand Share page by clicking on Custom Portfolio > New Content Portfolio.
Using Portfolios
There are unlimited use cases to advance your analysis with portfolios. Let's look at a few common examples.
Compare a title to other titles that have been released recently
To compare a newly released TV show to other new releases, you can create a Live Portfolio of shows that have been released recently. You can further narrow down whether you want to look at shows on a specific platform, a specific genre and more.
For example, we can create a custom portfolio for series that have been released within the last 30 days on Netflix US. We will use this portfolio to compare the pre-and post- release demand of the show Beckham.
To do this, open Content Portfolios > Create New Portfolio to select the following
Content = TV Shows Only
Platforms = Netflix US
Release Date = Last 30 Days
You can use this custom portfolio as a comparison or benchmark for other titles, e.g. the show Beckham, in the Time Shift analysis, see below.
Tip 💡 Watch a quick video to see this example in action.
Create a set of comp titles for individual or aggregated analysis
You can use a portfolio of comp titles to view their individual or aggregated average demand in your analysis.
For example, let's compare the show Ms. Marvel to a comp set of four titles: Titans, Chilling Adventures of Sabrina, DC's Stargirl and Marvel's Runaways.
We can create a static custom portfolio by selecting the individual titles in our comp set. Learn how to create custom portfolios here.
Example 1 - Compare Ms. Marvel to individual comp titles on the Demand Distribution Curve
To compare individual titles on the Demand Distribution Curve we select the title Ms. Marvel and the custom portfolio with Individual TV Show selected.
This selection allows you to compare individual titles with each other.
Example 2 - Compare Ms. Marvel to the average demand of comp titles on the Demand Distribution curve
To compare a show to the average demand of comp titles as a benchmark on the Demand Distribution Curve we select the title Ms. Marvel and the custom portfolio with Group selected.
This selection allows you to compare a title with a custom benchmark - the average demand of your comp titles.
Tip 💡 To optimize marketing campaigns ahead of a premiere, you can use a custom portfolio as a release benchmark and see how an upcoming title is tracking compared to similar titles. Learn more here.
Compare the demand of a title to the average demand of its franchise
Because the Comparator allows you to combine both TV shows and movies, it's a great tool to analyze a franchise that encompasses both content types.
For example, you can create a custom portfolio of The Lord of the Rings titles to use the average demand of those titles as a benchmark for individual titles of the franchise.
Create a talent portfolio of cast members to compare their demand
If you're reviewing cast members for marketing or casting decisions, it makes sense to create a custom portfolio of talent so you can quickly reuse it and save time across different analyses.
For example, we can create a static custom portfolio by selecting the individual cast members for the show Ted Lasso.
You can then use this portfolio across Time Series, Demand Distribution and Worldview analyses to quickly load all cast members.
Create your own sub-genre portfolios to analyze their demand share
The Demand Share page allows you to create content portfolios on the fly.
For example, you can create sub-genre portfolios within the documentary genre to analyse the documentary sub-genre demand share over time.
Simply, use the genre gene filter to create your sub-genre portfolios, e.g. sports and documentary series - see below.
Once all sub-genre portfolios have been created you can view them in a stacked bar chart to see the change in demand share over time, e.g. below you can see how the share of True Crime Documentaries has increased since 2018.
Create unlimited groupings based on any available metadata
The possibilities are endless with custom portfolios because you can use any filter combination and criteria to build a portfolio. For example, using the original language filter you can group TV shows available on Netflix US that have English as original language.
Then you can create a second portfolio selecting all Netflix US TV shows that are not English language.
Adding these two custom portfolios on the demand share chart gives you a quick overview if the content landscape and how it has changed over the years.
