Portfolio Bundle

Table of Contents

• Description
• Examples
• Cookbook
• F.A.Q.
• API Documentation

Description

Financial meaning

A portfolio bundle is a logical grouping of multiple portfolios that are managed, monitored, or processed together. It allows combining different portfolios under a single structure for operational efficiency, consolidated reporting, or grouped reconciliation.

Platform abstraction

In the Finmars platform, a Portfolio Bundle serves as an entity that links several portfolios into a single operational unit.

Portfolio Bundles are used in:

• Grouping multiple portfolios together to allow consolidated views for valuation, reporting, and performance analysis.

• Enabling aggregated reconciliation workflows by combining cash and position data across bundled portfolios.
• Allowing batch operations and monitoring across multiple portfolios in operational workflows.

Examples

• Name: Display name of the portfolio or bundle, used for identification in the interface.
  
• Unique Code: System-generated unique identifier for the portfolio or bundle, used for internal references and linking.
  
• Notes: Additional comments or descriptions to provide operational or contextual information.

Cookbook

CRUD

Operations within platform.

Use Cases

What for it's used.

F.A.Q.

Frequently asked questions.

API documentation

Link to API documentation.