Guides

Managing Portfolios

You can manage the Portfolios associated with your Ledger directly from the Midaz Console.

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Portfolios are always linked to a Ledger, so Portfolio management is accessible via the Ledgers page in the Console.


Accessing Portfolio Information

To access Portfolios information, follow these steps:

  1. Click the Ledgers icon () in the navigation bar on the left to open the Ledgers page.
  2. Locate the Ledger associated with the Product, then click the three dots () in the Actions column and select Edit.
  3. On the Ledger information page, navigate to the Portfolios tab (figure 1).
  4. The tab will display a list of all Portfolios available for that Ledger.
Figure 1. The Portfolios tab was selected on the Ledger information page.

Figure 1. The Portfolios tab was selected on the Ledger information page.



Actions Available

From the Portfolios tab, you can:

Updated 22 days ago