Porichoy – Multitenancy Based Portfolio Builder Platform (SAAS)

Introduction

Welcome to the Porichoy - Multitenancy Based Portfolio Builder Platform tutorial! Porichoy is a comprehensive SAAS (Software as a Service) platform designed to help financial institutions, investment firms, and wealth management companies create and manage portfolios for their clients. This tutorial will guide you through the step-by-step process of using Porichoy to build and manage portfolios for your clients.

Getting Started with Porichoy

Before you begin, make sure you have the following:

1. A Porichoy account: You can sign up for a free trial or purchase a subscription to access the platform.
2. A valid email address and password: You will need to log in to your Porichoy account using your email address and password.
3. Basic understanding of financial markets and portfolio management: While Porichoy is designed to be user-friendly, some basic knowledge of financial markets and portfolio management concepts is assumed.

Step 1: Setting Up Your Account

1. Log in to your Porichoy account using your email address and password.
2. Click on the "Settings" icon () in the top right corner of the dashboard.
3. Fill out the required information, including your company name, address, and contact details.
4. Set up your timezone and currency preferences.
5. Click "Save" to save your settings.

Step 2: Creating a New Portfolio

1. Click on the "Portfolios" tab on the dashboard.
2. Click the "Create New Portfolio" button.
3. Fill out the required information, including the portfolio name, description, and client information.
4. Select the investment strategy and risk level for the portfolio.
5. Click "Create" to create the new portfolio.

Step 3: Adding Securities to the Portfolio

1. Click on the "Securities" tab on the dashboard.
2. Click the "Add Security" button.
3. Search for the security you want to add to the portfolio using the search bar.
4. Select the security and click "Add" to add it to the portfolio.
5. Repeat the process to add multiple securities to the portfolio.

Step 4: Setting Allocation for Securities

1. Click on the "Allocations" tab on the dashboard.
2. Click the "Edit" button next to the security you want to set an allocation for.
3. Enter the desired allocation percentage for the security.
4. Click "Save" to save the allocation.

Step 5: Monitoring and Analyzing the Portfolio

1. Click on the "Portfolio" tab on the dashboard.
2. View the portfolio's performance and analytics, including returns, volatility, and risk metrics.
3. Use the portfolio's performance data to make adjustments to the portfolio as needed.

Step 6: Reporting and Exporting Data

1. Click on the "Reports" tab on the dashboard.
2. Select the report type you want to generate, such as a performance report or a transaction report.
3. Customize the report settings as needed.
4. Click "Generate" to generate the report.
5. Export the report to a CSV file or print it to a PDF.

Step 7: Managing Multiple Portfolios

1. Click on the "Portfolios" tab on the dashboard.
2. Click the "Manage" button next to the portfolio you want to manage.
3. View and manage the securities, allocations, and performance data for the portfolio.
4. Repeat the process to manage multiple portfolios.

Conclusion

Congratulations! You have completed the Porichoy - Multitenancy Based Portfolio Builder Platform tutorial. With these steps, you should be able to create and manage portfolios for your clients using Porichoy. Remember to regularly monitor and analyze your portfolios to ensure they are performing as expected and make adjustments as needed. If you have any questions or need further assistance, please contact Porichoy support.