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GUIDE: How to set up a Consolidated portfolio


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

  1. Open Portfolios Workflow

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  2. Choose option Manual Action → Create Portfolio

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  3. Fill in all required fields of Consolidated portfolio and

Consolidated Portfolio settings

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  1. Select Type “Consolidated”

  2. Insert Name and Internal Name of Consolidated Portfolio

  3. Currency

  4. Company

  5. Add Client Portfolios on tab “Portfolios”

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  1. Select Status “Active”

  1. Press “Save” to create the Consolidated Portfolio

  2. To check the created Consolidated portfolio open Portfolios-> Consolidated Portfolios

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