Create Portfolio
create_portfolioCreate an accounting portfolio in an existing workspace, optionally choosing jurisdiction and policies; Canada and US profiles require matching currency, entity type, and timezone. If no jurisdiction is selected, Tokenbooks uses generic accounting defaults. Search help for policy choices; workspace creation remains in the Tokenbooks UI.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Portfolio name | |
| currency | No | Functional currency (default USD) | |
| workspaceRef | Yes | ||
| legalEntityType | No | Legal entity classification for an explicit country profile | |
| jurisdictionCode | No | Exact assigned ISO country code, or custom. If omitted, resolves Custom regardless of currency | |
| reportingTimezone | No | Canonical IANA reporting timezone (default UTC) | |
| costBasisLotMethod | No | Lot-matching method for disposals | |
| costBasisPerWallet | No | Whether acquisition lots stay scoped to each wallet | |
| stablecoinTreatment | No | Stablecoin valuation treatment; this does not change lot tracking | |
| gasFeeAccountingTreatment | No | Accounting treatment for gas spend | |
| financialReportingFramework | No | Financial reporting framework (default TAX_ONLY) |