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 

 Unique Code 

 Notes 

 

 

 CH-BND-20394857 

 CH-BND-20394857 

 

 

 

 

 

 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.