# 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)