GUIDE: How to set up a Consolidated portfolio
Introduction
Consolidated Portfolio is a Client portfolio which consists from the several Client portfolios. It’s possible to consolidate portfolios related to different accounts but from the same company.
Consolidated Portfolio gives an opportunity to monitor aggregated positions and performance data of its Client Portfolios. In general, the Consolidated portfolio serves as a powerful tool for efficient portfolio management and informed decision-making across diverse Client portfolios.
How to set up a Consolidated portfolio
Open Portfolios → Workflow
Choose option Manual Action → Create Portfolio
Fill in all required fields of Consolidated portfolio and
Consolidated Portfolio settings
Select Type “Consolidated”
Insert Name and Internal Name of Consolidated Portfolio
Currency
Company
Add Client Portfolios on tab “Portfolios”
Select Status “Active”
Press “Save” to create the Consolidated Portfolio
To check the created Consolidated portfolio open Portfolios-> Consolidated Portfolios
