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Managing Portfolios
Creating the first Portfolio
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Midaz
Midaz Core
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Introduction
Overview
Midaz Console onboarding
Midaz Console with Access Manager
Managing Organizations
Overview
Creating an Organization
Editing an Organization
Deleting an Organization
Managing Ledgers
Overview
Creating a new Ledger
Editing a Ledger
Deleting a Ledger
Managing Assets
Overview
Creating the first Asset
Creating a new Asset
Editing Asset information
Deleting an Asset
Managing Accounts
Overview
Creating an Account
Editing Account information
Deleting an Account
Managing Segments
Overview
Creating the first Segment
Creating a new Segment
Editing Segment information
Deleting a Segment
Adding a Segment to an Account
Managing Portfolios
Overview
Creating the first Portfolio
Creating a new Portfolio
Editing Portfolio information
Deleting a Portfolio
Adding a Porfolio to an Account
Managing Transactions
Overview
Creating the first Transaction
Creating a new Transaction
Checking Transaction details
Managing Portfolios
Creating the first Portfolio
Copy page
Copy page
If your Ledger does not yet have any Portfolios, you can create one by following these steps:
1
From the
Portfolios
page and click the
New portfolio
button on the right corner or the center of the screen (
figure 1
).
2
The
New Portfolio
form will open on the right side of the screen.
3
Fill in the information and click the
Save
button.
4
Once created, the Portfolio will appear in the list of available Portfolios.
Managing Portfolios
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Creating a new Portfolio
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