Creating a Portfolio

Create a new Portfolio in the Console to group Accounts under a customer, business unit, or reporting boundary, and set an Entity ID for external systems.

A Portfolio groups Accounts under a customer, business unit, or reporting boundary.

Before you start

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You need an existing Organization and Ledger. Create a Portfolio when you want to group Accounts under a customer, business unit, product, or reporting boundary.

Entity ID is optional. You can update it later through the Portfolio update API, provided the new value is non-empty.

Create the Portfolio

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To create a Portfolio, follow these steps:

1. From the Portfolios page, click the New Portfolio button.

2. The New Portfolio form opens on the right side of the screen.

3. Fill in the fields and click the Save button.

Field guide

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Field	What to enter	Example
Portfolio Name	Required name for the customer, business unit, or reporting group.	Acme Retail Portfolio
Entity ID	Optional external entity or system identifier. You can update it later through the Portfolio update API when the new value is non-empty.	customer_acme
Metadata Key	Optional classification or integration field name.	relationshipManager
Metadata Value	Value for the metadata key.	ops-team-1

Entity ID is optional. You can update it later through the Portfolio update API, provided the new value is non-empty.

What to do next

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Now link the Portfolio to Accounts from Adding Portfolio to Account. You can also create Accounts that belong to it in Creating an Account.

API equivalent

Create a Portfolio endpoint