How to Create a Portfolio Bundle Entity

Prerequisites We assume you have all prerequisites you may need, including: If needed: the VPN is configured to access the Finmars resources If needed: access to the Virtual Machine to work with the sensitive information Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars) Must have: having permissions set to allow continue with the Action in the Guide Creation of Counterparty Entity Navigate to the “Configuration” section from the left-side menu. Under Configuration, select the “Data Settings” subsection. In the list of available options, click on “Portfolio Bundle.” You will see a list of existing bundles. Scroll down to the bottom of the page and click the “Add New” button. This opens the Portfolio Bundle creation page. Fill in the following fields: Name – provide a name for the new bundle. User Code – enter a unique identifier or code for internal reference. Notes – optional field for internal comments or description. Portfolios Multiselector – use the multiselector to choose one or more portfolios to include in the bundle. Once all required information is entered, save the bundle using " Save " button.