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

​
Accessing the Portfolio page

To open the Ledgers page, click the Ledgers icon on the left-hand navigation bar (Figure 1).

Figure 1. Icon to open the Portfolio page.

The Portfolios page will open, displaying either the empty page or the list of Portfolios you have created (Figure 2).

Figure 2. The Portfolios page displaying the list of Portfolios.

​
Available actions

From the Portfolios page, you can:

Create the first Portfolio

Create a new Portfolio

Edit Portfolio information

Delete a Portfolio