> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

***

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

***

To create a Portfolio, follow these steps:

<Steps>
  <Step>
    From the **Portfolios** page, click the **New Portfolio** button.
  </Step>

  <Step>
    The **New Portfolio** form opens on the right side of the screen.
  </Step>

  <Step>
    Fill in the fields and click the **Save** button.
  </Step>
</Steps>

## 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`            |

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

## What to do next

***

Now link the Portfolio to Accounts from [Adding Portfolio to Account](/en/midaz/console/adding-portfolio-to-account). You can also create Accounts that belong to it in [Creating an Account](/en/midaz/console/creating-an-account).

<Card title="API equivalent" type="tip" horizontal>
  [Create a Portfolio endpoint](/en/reference/midaz/create-a-portfolio)
</Card>