---
metadata:
  - name: generator
    content: Diplodoc Platform v5.64.0
alternate:
  - https://www.yandex.ru/dev/direct/doc/en/objects/strategy.md
  - https://www.yandex.ru/dev/direct/doc/ru/objects/strategy.md
  - href: https://www.yandex.ru/dev/direct/doc/en/objects/strategy.md
    type: text/markdown
    title: Markdown version
  - href: https://www.yandex.ru/dev/direct/doc/en/llms.txt?revision=r21714029
    rel: describedby
sourcePath: en/dg/objects/strategy.md
title: Portfolio strategy (Strategy)
description: A portfolio strategy combines multiple campaigns of the same type with shared indicator settings and a shared budget.
---
> **Documentation Index:** Fetch the complete configuration index at https://www.yandex.ru/dev/direct/doc/en/llms.txt?revision=r21714029


# Portfolio strategy (Strategy)

You can use portfolio strategies to combine multiple campaigns of the same type and strategy indicators settings. Use this strategy when you don't have enough conversions to train each campaign. Conversions brought by a portfolio strategy are used to train all the campaigns in this strategy.

You can also use portfolio strategies to manage a shared budget across multiple campaigns with different goals. The budget of a portfolio strategy is shared between the campaigns depending on their effectiveness.

Read more in [Yandex Direct Help](https://yandex.com/support/direct/en/strategies/portfolio-strategy.html).


## Service {#service}

Use the [Strategies](https://yandex.com/dev/direct/doc/strategies/strategies.html) service for managing portfolio strategies.

### Methods {#methods}

[add](https://yandex.com/dev/direct/doc/strategies/add.html) | [archive](https://yandex.com/dev/direct/doc/strategies/archive.html) | [get](https://yandex.com/dev/direct/doc/strategies/get.html) | [unarchive](https://yandex.com/dev/direct/doc/strategies/unarchive.html) | [update](https://yandex.com/dev/direct/doc/strategies/update.html)


## Restrictions {#restrictions}

- A maximum of 100 campaigns per strategy.
- A maximum of 1500 strategies per client (no more than 500 of them are non-archived).
- Supported automated strategy types: AVERAGE_CPA, AVERAGE_CPA_MULTIPLE_GOALS, PAY_FOR_CONVERSION, PAY_FOR_CONVERSION_MULTIPLE_GOALS, WB_MAXIMUM_CONVERSION_RATE, WB_MAXIMUM_CLICKS, AVERAGE_CRR, PAY_FOR_CONVERSION_CRR.
- Campaign types supported: TEXT_CAMPAIGN, DYNAMIC_TEXT_CAMPAIGN, SMART_CAMPAIGN, UNIFIED_CAMPAIGN.
- You can only add campaigns of the same type to a portfolio strategy.


## Strategy fields {#fields}

See the section [Display strategies](https://www.yandex.ru/dev/direct/doc/en/objects/campaign-strategies.md).


## Highlights {#features}

- To unlink a campaign from a portfolio strategy, specify a new value for `BiddingStrategy` and reset the `PackageBiddingStrategy: null` parameter value. Make sure that you set a relevant budget limit for this campaign.

- You can't change campaign settings if this campaign is linked to a portfolio strategy. You can only edit the portfolio strategy settings. For more information, see [here](https://yandex.com/dev/direct/doc/campaigns/add-text-campaign.html#TextCampaignAddItem-PackageBiddingStrategy-desc).

- To create a campaign with a portfolio strategy:

    1. Create a portfolio strategy and get its ID.
    1. Create a campaign and specify the ID of your portfolio strategy in the settings.

    Alternatively, you can first create a campaign, get its ID, and link it to a new portfolio strategy.

    You can also use an existing strategy from another campaign instead of creating a portfolio strategy from scratch. To do so, in the [StrategyFromCampaignId](https://yandex.com/dev/direct/doc/campaigns/add-text-campaign.html#StrategyFromCampaignId) field, specify the ID of the campaign whose strategy you want to make your portfolio strategy.

- You cannot archive a portfolio strategy that has campaigns linked to it.



## Portfolio strategy status {#status}

The `StatusArchived` parameter shows the status of your portfolio strategy.


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**Status**
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**Description**
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YES
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The campaign is archived.
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NO
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The campaign is not archived.
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|#