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A Portfolio groups Accounts under a customer, business unit, or reporting boundary.

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Before you start

You need an existing Organization and Ledger. Create Portfolios when Accounts should be grouped under a customer, business unit, product, or reporting boundary. Decide the Entity ID before creating the Portfolio because it cannot be changed afterward.

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Create the Portfolio

To create a Portfolio, follow these steps:
1
From the Portfolios page, click the New Portfolio button.
2
The New Portfolio form will open on the right side of the screen.
3
Fill in the information and click the Save button.

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Field guide

FieldWhat to enterExample
Portfolio NameRequired name for the customer, business unit, or reporting group.Acme Retail Portfolio
Entity IDOptional external entity or system identifier. This can only be set during creation.customer_acme
Metadata KeyOptional classification or integration field name.relationshipManager
Metadata ValueValue for the metadata key.ops-team-1
The Entity ID field can only be set during portfolio creation and cannot be modified afterward. Plan your entity associations carefully before creating portfolios.

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What to do next

After creating the Portfolio, link it to Accounts from Adding Portfolio to Account, or create Accounts that should belong to it in Creating an Account.

API equivalent

Create a Portfolio endpoint