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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.

Portfolios can be used to group all Accounts belonging to the same person (also known as an Entity). To add an account to a Portfolio, follow one of these procedures:

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Adding from the Accounts page

If you haven’t added the Account to a Portfolio before, you can do so directly from the Accounts page. To do so, follow these steps:
1
Click the Link option from the Portfolio column of the Account you want to add.
2
The form to edit the account information will be displayed.
3
From there, you can select the Portfolio you want.
4
Click the Save button to link the account to the selected Portfolio.

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Add by editing the Account

You can also edit the Account to add or change the Portfolio information:
1
From the Accounts page, find the Account that you want to edit, click the three dots () from the Actions column, and select Details.
2
Select the Portfolio tab and select the Portfolio you want.
3
Click the Save button to confirm the procedure.

API equivalent

Update an Account endpoint