How to Create a Counterparty 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

Creation of Counterparty Entity

1. Open the “Data” section in the left-hand side menu. Select the “Counterparties” entity from the list under Data.
   
2. Click the “+ Add” button located in the top-left corner of the portfolio list view.
   
3. This action opens the Add Counterparty form.
   
4. Fill in the required fields in the creation panel:
5. 1. Counterparty – full name or identifier for the counterparty (required). This can be a bank, broker, client, or any financial entity you deal with.
   2. Group – used to organize counterparties into categories such as “Banks,” “Funds,” “Clients,” etc.
   3. Notes – any additional internal comments or metadata for the counterparty.
      
5. Click “Create and Exit” to save the portfolio and return to the list view. Alternatively, use “Create” to save and continue editing.