Portfolios

A portfolio groups an index repository and its member repositories. Each member has independent sessions, Files, and Source. The root remains a workspace for the index itself.

Before you begin: connect GitHub and choose the repository that lists the collection. The setup wizard shows where each repository will go before it copies anything.

Bring in a portfolio

1. Choose New portfolio… in Workspaces. In Your repositories on GitHub, a repository’s Use as portfolio… begins with that repository selected. If GitHub is not connected yet, the wizard first shows it as Connections does, with Connect GitHub.
2. Pick the portfolio’s repository and give its folder a name, such as code.
3. Select the repositories it brings together.
4. Choose Review portfolio, check the destinations, then choose Create portfolio.

Your repositories…, in the wizard’s footer, opens GitHub’s dialog of your repositories.

Each repository is copied from GitHub into code/owner/repository and becomes a workspace. If the portfolio’s repository is already in the named folder, Space makes it your portfolio without copying it again. While setup runs, each repository reads Waiting, Copying, Ready or Needs another try. You can choose Leave setup while copying continues; Workspaces shows the progress. When it finishes, the dialog says the portfolio is ready and offers Open portfolio.

You should see: a portfolio on Workspaces with its members, grouped by the folder each is in. Open a member to enter its workspace, or pin the portfolio to keep its members in the sidebar. Kin may ask for a separate trust decision when you begin work in each workspace.

A pinned portfolio’s drawer holds its member places. Open sessions from any member appear under Live, each under its member’s heading, including work in a folded portfolio. A portfolio’s Overview shows its Repositories as tiles by the folder each is in, as Workspaces does, with how many beside the title. In the sidebar, choose a member’s … → Session history… for its saved conversations. A portfolio or member can have its own icon through Choose icon….

Review workspace trust together

On Workspaces, open Review workspace trust, below the workspaces. Select the folders you want Kin to work in, then choose Review selected workspaces. When your Kin installation supports this review, it shows every selected folder, the Git root that receives trust, and Kin’s explanation of the access you are granting. Review the complete list before choosing Trust listed workspaces or Decline this list. Each root keeps its own revocable grant. Selecting a portfolio does not grant trust, and members added later remain unselected.

A review lasts five minutes. If it expires, Kin restarts, or a folder is replaced, prepare and inspect a fresh complete list. If an answer is interrupted, choose Continue the earlier answer to learn its original outcome. An earlier acknowledgement is a receipt; it does not override later revocation. If your Kin installation cannot review a list, open each workspace for its individual trust decision.

Resume interrupted setup

Each repository reports its own outcome. A failure keeps your choices and files, and the dialog titles what could not be done. If you left setup, a notice says how many repositories could not be added. Resolve the connection or destination problem, then choose Resume portfolio… in Workspaces and Try the failed ones again when its folder is ready, or Try this portfolio again when it is not. Repositories already added are not copied again.

Wait for an active setup to finish before starting another portfolio. Avoid deleting folders just to clear a failed attempt; inspect the retained result first.

Add or remove a member

Add repositories… can add more repositories from GitHub and lists, under Found on your machine, repositories already inside the portfolio’s folder that you can choose to add. Nested folders such as reference/ remain ordinary files until you add them.

On Workspaces, choose the member’s …, then Remove from [portfolio name], and confirm Remove from portfolio. It leaves the portfolio and its files stay in place; the portfolio’s section says so. Inspect Files separately if you intend to remove the folder itself.

Use Ctrl+K / ⌘K to search for a member by name or portfolio/owner path. See Workspaces for work inside each member.