# Bundle

Group of related portfolios or registers for analysis

# Portfolio Bundle

#### **Table of Contents**

- [Description](#bkmrk-description)
- [Examples](#bkmrk-examples)
- [Cookbook](#bkmrk-cookbook)
- [F.A.Q.](#bkmrk-api-documentation)
- [API Documentation](#bkmrk-api-documentation)

#### **Description**

##### *Financial meaning*

A **portfolio bundle** is a logical grouping of multiple portfolios that are managed, monitored, or processed together. It allows combining different portfolios under a single structure for operational efficiency, consolidated reporting, or grouped reconciliation.

##### *Platform abstraction*

In the Finmars platform, a **Portfolio Bundle** serves as an entity that links several [portfolios](https://docs.finmars.com/books/entities/page/portfolio "Portfolio") into a single operational unit.

**Portfolio Bundles are used in:**

- Grouping multiple [portfolios ](https://docs.finmars.com/books/entities/page/portfolio "Portfolio")together to allow consolidated views for valuation, [reporting](https://docs.finmars.com/books/reports "Reports"), and performance analysis.
- Enabling aggregated [reconciliation ](https://docs.finmars.com/books/reports/chapter/reconciliation "Reconciliation")workflows by combining cash and position data across bundled portfolios.
- Allowing batch operations and monitoring across multiple [portfolios ](https://docs.finmars.com/books/entities/page/portfolio "Portfolio")in operational workflows.

#### **Examples**

<table border="1" id="bkmrk-name-unique-code-not" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col></colgroup><tbody><tr><td>**Name**</td><td>**Unique Code**</td><td>**Notes**</td></tr><tr><td>CH-BND-20394857</td><td>CH-BND-20394857</td><td>  
</td></tr></tbody></table>

- `<strong data-end="107" data-start="99">Name</strong>`: Display name of the portfolio or bundle, used for identification in the interface.
- `<strong data-end="209" data-start="194">Unique Code</strong>`: System-generated unique identifier for the portfolio or bundle, used for internal references and linking.
- `<strong data-end="328" data-is-only-node="" data-start="319">Notes</strong>`: Additional comments or descriptions to provide operational or contextual information.

#### **Cookbook**

##### *CRUD* 

Operations within platform.

##### *Use Cases*

What for it's used.

#### **F.A.Q.**

Frequently asked questions.

#### **API documentation**

Link to API documentation.

# How to Create a Portfolio Bundle Entity

## Prerequisites

We assume you have all prerequisites you may need, including:

1. If needed: the VPN is configured to access the Finmars resources
2. If needed: access to the Virtual Machine to work with the sensitive information
3. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
4. Must have: having permissions set to allow continue with the Action in the Guide

[](https://docs.finmars.com/books/entities/page/how-to-create-a-counterparty-entity/edit?content-id=bkmrk-creation-of-counterp&content-text=Creation%20of%20Counterparty%20Entity "Jump to section in editor")

## Creation of Counterparty Entity

1. <span style="white-space: pre-wrap;">Navigate to the </span>****“Configuration”****<span style="white-space: pre-wrap;"> section from the left-side menu. Under Configuration, select the </span>****“Data Settings”****<span style="white-space: pre-wrap;"> subsection.</span>  
    [![Снимок экрана 2025-05-08 044057.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-044057.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-044057.png)
2. <span style="white-space: pre-wrap;">In the list of available options, click on </span>****“Portfolio Bundle.”****  
    [![Снимок экрана 2025-05-08 044158.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-044158.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-044158.png)
3. <span style="white-space: pre-wrap;">You will see a list of existing bundles. Scroll down to the bottom of the page and click the </span>****“Add New”****<span style="white-space: pre-wrap;"> button.</span>  
    [![Снимок экрана 2025-05-08 044235.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-044235.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-044235.png)
4. This opens the Portfolio Bundle creation page.  
    [![Снимок экрана 2025-05-08 044343.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-044343.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-044343.png)
5. <span style="white-space: pre-wrap;"> Fill in the following fields:</span>
    1. ****Name****<span style="white-space: pre-wrap;"> – provide a name for the new bundle.</span>
    2. ****User Code****<span style="white-space: pre-wrap;"> – enter a unique identifier or code for internal reference.</span>
    3. ****Notes****<span style="white-space: pre-wrap;"> – optional field for internal comments or description.</span>
    4. ****Portfolios Multiselector****<span style="white-space: pre-wrap;"> – use the multiselector to choose one or more portfolios to include in the bundle.</span>
6. Once all required information is entered, save the bundle using "****Save****" button.  
    [![Снимок экрана 2025-05-08 044351.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-044351.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-08-044351.png)