# How to Create a Register 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 Register Entity

1. <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">Open the</span> ****“Data”**** <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">section in the left-hand side menu. Select the</span> ****“Registers”**** <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;">entity from the list under </span>****Data****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">.</span>  
    [![Снимок экрана 2025-05-06 034551.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034551.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034551.png)
2. ****Click the “+ Add” button****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;"> located in the top-left corner of the portfolio list view.</span>  
    [![Снимок экрана 2025-05-06 034558.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034558.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034558.png)
3. <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;">This action opens the </span>****Add****<span style="white-space: pre-wrap;"> </span>****Portfolio register**** <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">form.</span>  
    [![Снимок экрана 2025-05-06 034612.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034612.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034612.png)
4. ****Fill in the required fields in the creation panel:****
    1. ****User code**** <span style="white-space: pre-wrap;">– unique identifier for the register record. Often reflects the instrument or portfolio logic (e.g., </span>`<span class="editor-theme-code">CH-XYZ-Portfolio_POS</span>`).
    2. ****Name****<span style="white-space: pre-wrap;"> – descriptive name of the register, used in views and reports.</span>
    3. ****Short name****<span style="white-space: pre-wrap;"> – abbreviated version of the name, useful in condensed views or exports.</span>
    4. ****Public name**** – optional field for external-facing labels, if different from internal naming.
    5. ****Portfolio**** – select the portfolio to which this register belongs. This links the register to a specific investment structure.
    6. ****Linked Instrument –**** associate a financial instrument (e.g., bond, equity) to track valuation and performance.****Pricing Policy****<span style="white-space: pre-wrap;"> – define how prices and FX rates will be sourced for this register (e.g., Standard, Rolled Master).</span>
    7. ****Valuation Currency –**** the currency in which the register will be valued. Used in NAV calculations and reporting.
    8. ****Default Price –**** optional value to preload a fallback price when no market price is available.  
        [![копия.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/kopiia.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/kopiia.png)
5. <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">Click</span> ****“Create and Exit”****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;"> to save the portfolio and return to the list view. Alternatively, use </span>****“Create”****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;"> to save and continue editing.</span>