---
title: "How to Update a Portfolio on Climate Risk"
slug: "how-to-manage-existing-portfolios-in-climate-risk"
updated: 2026-07-06T19:32:55Z
published: 2026-07-06T19:32:55Z
canonical: "docs.cotality.com/how-to-manage-existing-portfolios-in-climate-risk"
---

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

# How to Update a Portfolio on Climate Risk

## Overview

You can modify your Climate Risk portfolios to add more properties for monitoring or eliminate properties that are no longer included in your portfolio.

---

## Updating a Portfolio on Climate Risk

[Embedded content](https://app.storylane.io/demo/8bwraphkoosb?embed=inline)

1. Toggle to **My Properties**.
2. Click **Manage Portfolios**.
3. Open the **Actions** menu of the applicable portfolio.
4. Click **Update Portfolio**.
5. Click **Continue** to confirm you want to update the portfolio.
6. Click **Continue**.
7. Upload your file to the drop box.

****Click to View File Requirements****

#### **File Format**

  - File type: Your file must be a CSV, XSLT, or TXT.
  - Date Format: All dates in your file must use the MM/DD/YY format (e.g., 09/01/2025).

#### Required Column Headers (Data Required)

Your file must include the following columns with complete data to move forward:

  - Reference ID
  - Address
  - City
  - State
  - Zip Code

> [!NOTE]
> **Note**: Your column headers should only contain letters (A-Z), numbers (0-9), dashes (-), underscores ( _ ), and spaces. If you're using a TXT file, please ensure the first row contains your column headers, separated by commas.
8. Click **Continue**.
9. Match any required **product columns** to the applicable **file columns**.
10. Check the box to confirm that the columns lack sensitive or identifiable data.
11. Click **Continue**.

---

## Outcome

That completes the process of updating an existing portfolio on Climate Risk. Depending on the update size and the portfolio, validation may take approximately 20 to 40 hours.