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

Creation of Counterparty Entity

1. Navigate to the “Configuration” section from the left-side menu. Under Configuration, select the “Data Settings” subsection.
   
2. In the list of available options, click on “Portfolio Bundle.”
   
3. You will see a list of existing bundles. Scroll down to the bottom of the page and click the “Add New” button.
   
4. This opens the Portfolio Bundle creation page.
   
5. Fill in the following fields:
   1. Name – provide a name for the new bundle.
   2. User Code – enter a unique identifier or code for internal reference.
   3. Notes – optional field for internal comments or description.
   4. Portfolios Multiselector – use the multiselector to choose one or more portfolios to include in the bundle.
6. Once all required information is entered, save the bundle using "Save" button.