# Portfolio Bundle

#### **Table of Contents**

- [Description](#bkmrk-description)
- [Examples](#bkmrk-examples)
- [Cookbook](#bkmrk-cookbook)
- [F.A.Q.](#bkmrk-api-documentation)
- [API Documentation](#bkmrk-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](https://docs.finmars.com/books/entities/page/portfolio "Portfolio") into a single operational unit.

**Portfolio Bundles are used in:**

- Grouping multiple [portfolios ](https://docs.finmars.com/books/entities/page/portfolio "Portfolio")together to allow consolidated views for valuation, [reporting](https://docs.finmars.com/books/reports "Reports"), and performance analysis.
- Enabling aggregated [reconciliation ](https://docs.finmars.com/books/reports/chapter/reconciliation "Reconciliation")workflows by combining cash and position data across bundled portfolios.
- Allowing batch operations and monitoring across multiple [portfolios ](https://docs.finmars.com/books/entities/page/portfolio "Portfolio")in operational workflows.

#### **Examples**

<table border="1" id="bkmrk-name-unique-code-not" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col></colgroup><tbody><tr><td>**Name**</td><td>**Unique Code**</td><td>**Notes**</td></tr><tr><td>CH-BND-20394857</td><td>CH-BND-20394857</td><td>  
</td></tr></tbody></table>

- `<strong data-end="107" data-start="99">Name</strong>`: Display name of the portfolio or bundle, used for identification in the interface.
- `<strong data-end="209" data-start="194">Unique Code</strong>`: System-generated unique identifier for the portfolio or bundle, used for internal references and linking.
- `<strong data-end="328" data-is-only-node="" data-start="319">Notes</strong>`: 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.