> ## 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.

If you want to create a new 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>

## Understanding Portfolio fields

***

When creating or editing a portfolio in Midaz Module, you'll work with:

### Portfolio Details

* **Portfolio Name** (required) - A descriptive name for the portfolio that identifies its purpose
* **Entity ID** (optional, create only) - A unique identifier linking the portfolio to an external entity or system. This field cannot be changed after creation.

### Metadata

* **Custom key-value pairs** - Additional fields for integration, reporting, or business-specific needs

<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>