> ## Documentation Index > Fetch the complete documentation index at: https://docs.eosb.org/llms.txt > Use this file to discover all available pages before exploring further. # Benchmarks > Maintain the investment benchmarks that portfolio returns are measured against, and assign them to portfolios. A benchmark is a reference rate, such as the Treasury bill yield, that a portfolio's return is compared with. You create benchmarks, keep their rates up to date and assign them to portfolios. **Where:** **Benchmarks** in the menu. ## Create a benchmark Create benchmark form with Name, Effective date, Annual rate percent and Create benchmark marked 1 to 4 1. **Name**, for example "BSL 91-day Treasury bill rate". Add a **Description** if useful. 2. **Effective date** of the first rate. 3. **Annual rate percent**, up to 2 decimal places, for example `18.50`. Add the **Source reference**, such as the auction it comes from. 4. **Create benchmark**. ## Update a rate Select **Benchmarks**. The list shows each benchmark's ID, name, category and whether it is active. Select a benchmark, then under **Add rate** enter the new **Effective date**, **Annual rate percent** and source, and select **Add rate**. The rate history is listed underneath. Benchmarks list with BSL 91-day Treasury bill rate, the Add rate form and the rate history showing 18.5% from 1 Oct 2026 ## Assign a benchmark to a portfolio Select **Assignment**. Assign portfolio with Portfolio ID, Benchmark and Assign benchmark marked 1 to 3 1. **Portfolio ID** — type the portfolio's ID, for example `FMP-1792208767050-1001`. Ask the fund manager for it. 2. **Benchmark** — listed by benchmark ID. Check the ID against the **Benchmarks** list. 3. **Assign benchmark**. A message confirms **Portfolio benchmark assigned**. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.