# How to Create a Portfolio 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 Portfolio Entity

1. Open the ****“Data”**** section in the left-hand side menu. Select the ****“Portfolios”**** <span style="white-space: pre-wrap;">entity from the list under </span>****Data****.  
    [![Снимок экрана 2025-05-04 195556.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-04-195556.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-04-195556.png)
2. ****Click the “+ Add” button****<span style="white-space: pre-wrap;"> located in the top-left corner of the portfolio list view.</span>  
    [![Снимок экрана 2025-05-04 195818.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-04-195818.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-04-195818.png)
3. <span style="white-space: pre-wrap;">This action opens the </span>****Add Portfolio****<span style="white-space: pre-wrap;"> form.</span>  
    [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/image.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/image.png)
4. ****Fill in the required fields in the creation panel:****
    1. ****Portfolio****<span style="white-space: pre-wrap;"> (Full Name) – the unique name of the portfolio. This will be used to identify it across the platform.</span>
    2. ****Portfolio Type –**** select from predefined types (e.g., General, Positional). Determines portfolio behavior and classification.
    3. ****Notes****<span style="white-space: pre-wrap;"> – optional field to add internal comments or details about the portfolio’s purpose or structure.</span>
    4. ****First Transaction Date****<span style="white-space: pre-wrap;"> (auto populated, do not fill) – this field will automatically reflect the earliest transaction date once transactions are associated.</span>
    5. ****First Cash Flow Date****<span style="white-space: pre-wrap;"> (auto populated, do not fill) – similar to the above, it will auto-fill based on actual cash flow activity.</span>
5. Click ****“Create and Exit”****<span style="white-space: pre-wrap;"> to save the portfolio and return to the list view. Alternatively, use </span>****“Create”****<span style="white-space: pre-wrap;"> to save and continue editing.</span>  
    [![Снимок экрана 2025-05-04 200008.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-04-200008.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-04-200008.png)