> ## 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.

# Portfolio frameworks

> Set up a trust's portfolio and the policy mix it must hold, then activate it.

A portfolio framework sets out how a trust's money is to be invested: which asset types, and in what proportions. You must activate a framework before you can buy assets for it.

<Info>
  **Where:** **Portfolio Frameworks** in the menu. **Before you start:** agree the policy mix with the trustee — it is what the trustee measures you against.
</Info>

Open **Portfolio Frameworks**. It has two tabs: **Create portfolio** and **Portfolio list**.

## Create a framework

<Frame caption="A new framework">
  <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/fund-manager/portfolios/create-filled.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=1a2d94deaeb72ea230903e9059199dd0" alt="New portfolio form with Linked trust, Policy allocation, Save draft and Activate now marked 1 to 4" width="2880" height="2072" data-path="images/fund-manager/portfolios/create-filled.png" />
</Frame>

<Steps>
  <Step title="Name the portfolio and choose the Linked trust (1)">
    Also set the **Base currency**, **Inception date** and, optionally, the **Mandate reference**.
  </Step>

  <Step title="Set the policy allocation (2)">
    One row per asset type, with its **Policy %** and **Effective date**. Use **Add asset type** for more rows. The rows must total exactly **100%**; the bar turns green and the page says **Ready to activate**.
  </Step>

  <Step title="Save draft (3) or Activate now (4)" />
</Steps>

## The portfolio list

<Frame caption="Portfolio list">
  <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/fund-manager/portfolios/list.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=cfc0d742c1419a779e701d9f9b5a5f9c" alt="Portfolio list with a draft and an active portfolio and their actions" width="2880" height="1800" data-path="images/fund-manager/portfolios/list.png" />
</Frame>

Each portfolio shows its trust, status and allocation total, with shortcuts to **View details**, **Add assets**, **Record income** and **Record valuation**. The shortcuts are disabled for drafts.

## Activate a draft

Open the draft with **View details** and select **Activate draft**. You can also **Edit draft** first.

<Frame caption="A draft framework">
  <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/fund-manager/portfolios/draft-detail.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=5811dcbaf0de515dc627f6f840b58ed1" alt="Draft portfolio detail with Activate draft marked 1" width="2880" height="1800" data-path="images/fund-manager/portfolios/draft-detail.png" />
</Frame>

Check the summary and select **Confirm activation**.

<Frame caption="Confirming activation">
  <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/fund-manager/portfolios/activate-confirm.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=f554886ffa8866a614dc2483fb5e519f" alt="Confirm portfolio activation window" width="2880" height="1800" data-path="images/fund-manager/portfolios/activate-confirm.png" />
</Frame>

## An active framework

<Frame caption="Active framework">
  <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/fund-manager/portfolios/active-detail.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=618cb8b883ac6ce915d8cb4e844c5577" alt="Active portfolio with Add assets, Record income and Record valuation marked 1 to 3, the framework details and the policy allocation" width="2880" height="2022" data-path="images/fund-manager/portfolios/active-detail.png" />
</Frame>

From here you can **Add assets (1)**, **Record income (2)**, **Record valuation (3)** or open the **Asset register**. See [Assets, income and valuations](/fund-manager/assets).

**Next:** [add assets](/fund-manager/assets).


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