> ## 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.

# Creating a Portfolio

> Set up a new Portfolio in the Console to group Accounts under a customer or business unit.

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

## 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.

## Create the Portfolio

***

To create a Portfolio, follow these steps:

<Steps>
  <Step>
    From the **Portfolios** page, click the **New Portfolio** button.
  </Step>

  <Step>
    The **New Portfolio** form will open on the right side of the screen.
  </Step>

  <Step>
    Fill in the information and click the **Save** button.
  </Step>
</Steps>

## Field guide

***

| Field          | What to enter                                                                        | Example                 |
| -------------- | ------------------------------------------------------------------------------------ | ----------------------- |
| Portfolio Name | Required name for the customer, business unit, or reporting group.                   | `Acme Retail Portfolio` |
| Entity ID      | Optional external entity or system identifier. This can only be set during creation. | `customer_acme`         |
| Metadata Key   | Optional classification or integration field name.                                   | `relationshipManager`   |
| Metadata Value | Value for the metadata key.                                                          | `ops-team-1`            |

<Warning>
  The **Entity ID** field can only be set during portfolio creation and cannot be modified afterward. Plan your entity associations carefully before creating portfolios.
</Warning>

## What to do next

***

After creating the Portfolio, link it to Accounts from [Adding Portfolio to Account](/en/lerian-console/midaz-console/adding-portfolio-to-account), or create Accounts that should belong to it in [Creating an Account](/en/lerian-console/midaz-console/creating-an-account).

<Card title="API equivalent" type="tip" horizontal>
  [Create a Portfolio endpoint](/en/reference/midaz/create-a-portfolio)
</Card>