Create Manual Portfolio
AVAILABLE IN: 
Introduction
The Manual Portfolio Creation section of the Reluna platform allows you to:
Create a new portfolio manually.
Activate, close or deactivate a portfolio.
Edit a portfolio that has not yet been fully confirmed and activated.
Prerequisites
Before setting up a portfolio, make sure the following objects are already created in the platform:
Company
Account
Custodian
Mandate
Bank Account
Portfolio Manager
A Mandate must always be linked to the same Account as the Portfolio.
Manual Portfolio Creation Guides
Choose the portfolio type you want to create to view detailed instructions, follow the below guides for more details: