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Add a portfolio

To create a portfolio in FA Back:

  1. Go to the Overview and select the portfolio owner in the drop-down. If you select the customer first, the created portfolio is linked to the customer. Otherwise, you need to add the portfolio owner in the Contacts tab in the Portfolio window.

  2. Select New → New portfolio in the top menu.

  3. Fill in the fields in the Portfolio window that opens:

    • In the Basic info tab, enter the required information.

    • In the Accounts tab, add portfolio accounts.

    You can find the field descriptions in the Portfolio window section of the FA Back reference.

  4. Save the portfolio.

Once your portfolio is created, you can create trade orders or transactions to add portfolio positions.

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