Portfolio Bundle

Table of Contents

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:

Examples

Name Unique Code Notes
CH-BND-20394857 CH-BND-20394857

Cookbook

CRUD

Operations within platform.

Use Cases

What for it's used.

F.A.Q.

API documentation


Revision #3
Created 27 April 2025 23:53:05 by Anna Kostiv
Updated 30 April 2025 15:44:23 by Anna Kostiv