How to Create a Currency 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 Currency Entity

1. Open the “Data” section in the left-hand side menu. Select the “Currency” 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 Portfolio register form.
   
4. Fill in the required fields in the creation panel:
   1. Currency – enter the full name of the currency. This typically follows the ISO 4217 format (e.g., USD, EUR, CHF).
   2. Public name – optional field for external-facing labels, if different from internal naming.
   3. Country – select the issuing country for context/reference. This may be used in filters or reports.
   4. Notes – add any internal notes for clarification or documentation purposes.
5. Click “Create and Exit” to save the portfolio and return to the list view. Alternatively, use “Create” to save and continue editing.