create_portfolio
Create Portfolio
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Create 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
| Property | Type | Required | Description |
|---|---|---|---|
| workspaceRef | string | yes | Workspace name or slug. Call list_workspaces, or find_workspaces when the user named one, to resolve it. |
| name | string | yes | Portfolio name |
| currency | string | no | Functional currency (default USD) |
| legalEntityType | string | no | Legal entity classification for an explicit country profile |
| financialReportingFramework | string | no | Financial reporting framework (default TAX_ONLY) |
| reportingTimezone | string | no | Canonical IANA reporting timezone (default UTC) |
| costBasisLotMethod | string | no | Lot-matching method for disposals |
| costBasisPerWallet | boolean | no | Whether acquisition lots stay scoped to each wallet |
| gasFeeAccountingTreatment | string | no | Accounting treatment for gas spend |
| stablecoinTreatment | string | no | Stablecoin valuation treatment; this does not change lot tracking |
| jurisdictionCode | string | no | Exact assigned ISO country code, or custom. If omitted, resolves Custom regardless of currency |
Raw JSON schema
{
"type": "object",
"properties": {
"workspaceRef": {
"type": "string",
"minLength": 1,
"description": "Workspace name or slug. Call list_workspaces, or find_workspaces when the user named one, to resolve it."
},
"name": {
"type": "string",
"minLength": 1,
"description": "Portfolio name"
},
"currency": {
"description": "Functional currency (default USD)",
"type": "string",
"pattern": "^[A-Z]{3}$"
},
"legalEntityType": {
"description": "Legal entity classification for an explicit country profile",
"nullable": true,
"type": "string",
"enum": [
"CORPORATION",
"INDIVIDUAL",
"TRUST",
"PARTNERSHIP"
]
},
"financialReportingFramework": {
"description": "Financial reporting framework (default TAX_ONLY)",
"type": "string",
"enum": [
"TAX_ONLY",
"US_GAAP_PRE_2025",
"US_GAAP_ASC350_60",
"IFRS_IAS38",
"IFRS_IAS38_REVAL",
"IFRS_IAS2_LCNRV",
"IFRS_IAS2_BROKER_TRADER_FVLCTS",
"ASPE",
"FRS_102",
"AASB_138",
"OTHER"
]
},
"reportingTimezone": {
"description": "Canonical IANA reporting timezone (default UTC)",
"type": "string"
},
"costBasisLotMethod": {
"description": "Lot-matching method for disposals",
"type": "string",
"enum": [
"FIFO",
"LIFO",
"HIFO",
"ACB"
]
},
"costBasisPerWallet": {
"description": "Whether acquisition lots stay scoped to each wallet",
"type": "boolean"
},
"gasFeeAccountingTreatment": {
"description": "Accounting treatment for gas spend",
"type": "string",
"enum": [
"DISPOSAL_AND_COST_BASIS",
"EXPENSE_ONLY"
]
},
"stablecoinTreatment": {
"description": "Stablecoin valuation treatment; this does not change lot tracking",
"type": "string",
"enum": [
"BASE",
"ASSET"
]
},
"jurisdictionCode": {
"description": "Exact assigned ISO country code, or custom. If omitted, resolves Custom regardless of currency",
"type": "string"
}
},
"required": [
"workspaceRef",
"name"
],
"additionalProperties": false
}