--- title: How to set up your Portfolio builder description: "Set up your Portfolio Builder in a few steps: choose Automatic or Custom setup, pick your settings, and activate your plan." --- [Skip to content](https://support.anotemusic.com/how-to-set-up-your-portfolio-builder#main-content) - [English](https://support.anotemusic.com/how-to-set-up-your-portfolio-builder) - [Français](https://support.anotemusic.com/fr/how-to-set-up-your-portfolio-builder) - [Italiano](https://support.anotemusic.com/it/how-to-set-up-your-portfolio-builder) English Show submenu for translations [![anotemusic-logo](https://support.anotemusic.com/hubfs/anotemusic-logo.svg)](https://www.anotemusic.com?hsLang=en) - [Why Music](https://www.anotemusic.com/why-music) - [Marketplace](https://www.anotemusic.com/marketplace) - [Company](https://www.anotemusic.com/company) Open main navigation Close main navigation - [Why Music](https://www.anotemusic.com/why-music) - [Marketplace](https://www.anotemusic.com/marketplace) - [Company](https://www.anotemusic.com/company) - - [English](https://support.anotemusic.com/how-to-set-up-your-portfolio-builder) - [Français](https://support.anotemusic.com/fr/how-to-set-up-your-portfolio-builder) - [Italiano](https://support.anotemusic.com/it/how-to-set-up-your-portfolio-builder) English Show submenu for translations - [Log in](https://app.anotemusic.com/) [Log in](https://app.anotemusic.com/) How can we help? - There are no suggestions because the search field is empty. 1. [ANote Music Support Centre](https://support.anotemusic.com/?hsLang=en) 2. [Portfolio](https://support.anotemusic.com/portfolio?hsLang=en) 3. [Portfolio builder](https://support.anotemusic.com/portfolio?hsLang=en#portfolio-builder) # How to set up your Portfolio builder You can create a Portfolio Builder plan from the **Portfolio Builder** tab in your Portfolio or in the Marketplace. 1. Open the **Portfolio Builder** tab. 2. Select **Create a plan**. 3. Choose **Automatic setup** or **Custom setup**. 4. Follow the steps to set-up your plan. 5. Review the plan summary. 6. Accept the Portfolio Builder Terms and Conditions and the risk acknowledgement. 7. Confirm to activate the plan. The minimum amount required to activate a plan is **€1,000**. ### Automatic setup With Automatic setup, you choose the amount to allocate and the Portfolio Builder applies the default settings shown during the setup process. By default: - all catalogues currently tradeable and listed for "life of rights" on the marketplace are selected; and - the standard settings for the maximum allocation per catalogue and pricing preference are applied. Review the complete plan summary before activation. You can change the settings later while the plan is active. Changes will apply to new buy orders placed with your remaining available funds. They won't sell, remove, or otherwise change the catalogue shares you've already acquired. ### Custom setup Custom setup allows you to select each of the plan settings yourself. #### **1. Select the catalogues** The Portfolio Builder will only place orders for catalogues included in your selection.  You can select all available catalogues or choose individual ones. Only catalogues listed for "life of rights" appear as options here. The search function and the **High Yield** and **Stable Royalties** filters can be used to narrow the list. These filters are based on historical royalty data. A catalogue’s classification may change over time, and past royalties do not indicate or guarantee future royalties or returns. Selecting fewer catalogues concentrates your allocation into a smaller group of catalogues. Selecting more catalogues spreads it across a wider group, subject to market availability and the other limits in your plan. A catalogue cannot be included in your Portfolio Builder selection while you have an open sell order for shares in the same catalogue. #### **2. Set the maximum allocation per catalogue** This setting limits how much of the Portfolio Builder’s total value may be allocated to one catalogue. **It is a maximum, not a target.** When a catalogue reaches the applicable limit, the Portfolio Builder will not place additional buy orders for it. This can change if you add funds to the plan or if price per catalogue share shifts, bringing its allocation back below the limit. | **Setting** | **Maximum per catalogue** | | --- | --- | | Widely Spread | 5% | | Balanced | 10% | | Focused | 20% | The setting does not guarantee a particular level of diversification. The final composition of the portfolio depends on the catalogues selected, available funds, market supply, order execution and changes in catalogue values. #### **3. Select a pricing preference** The Portfolio Builder places buy orders below each catalogue’s reference price. The pricing preference determines the typical distance between your order prices and that reference price. - The reference price is a benchmark calculated once per day for each catalogue, corresponding to the weighted average catalogue share price of the previous day's trades. It is not a guaranteed transaction price, it won’t always match the current trading price, and does not guarantee that any order will be executed at that specific price. To review current trading prices check the [order book](https://support.anotemusic.com/what-is-the-order-book?hsLang=en). | **Setting** | **Distance below the reference price** | | --- | --- | | Lower target price | -0.75% below reference price or lower | | Moderate | -0.5% below reference price or lower | | Closer | -0.25% below reference price or lower | Orders placed further below the reference price may take longer to execute. Orders placed closer to it may be executed sooner. Either way, execution is not guaranteed. These percentages are indicative. Individual order prices may vary as the Portfolio Builder distributes orders across different price levels and updates them in response to market activity. #### **4. Allocate funds** Enter the amount you want to allocate. The funds remain within your ANote account but are reserved for the Portfolio Builder's buy orders while the plan is active. If you don't have enough funds in your account, you can top up directly from the Manage funds section:  ![](https://support.anotemusic.com/hs-fs/hubfs/image-png-Sep-15-2026-03-20-47-1269-PM.png?width=450&height=289&name=image-png-Sep-15-2026-03-20-47-1269-PM.png) The minimum amount required to activate a Portfolio Builder plan is €1,000. If it's the first time adding funds, check the[step-by-step guide to add funds](https://support.anotemusic.com/adding-funds-to-your-account?hsLang=en). ##### **5. Review and activate the plan** The final screen shows the settings and amount selected. Review them before activating the plan. Activation requires acceptance of the Portfolio Builder Terms and Conditions and acknowledgement of the investment risks. After activation, the Portfolio Builder will begin preparing orders based on your settings. It can take up to 2 hours from activation to see the buy orders. *Nothing in this article constitutes investment advice. Purchasing royalty interests involves risk, and you may lose the capital you commit. The value of royalty interests fluctuates over time, and you may gain or lose money. Past performance is not a guarantee of, nor necessarily indicative of, future results. Any decision to participate should be made only where it complies with the laws and regulations that apply to you.*  If you have any questions, contact our Customer Support Team at support@anotemusic.com. - [ANote Music](https://support.anotemusic.com/anote-music?hsLang=en) - [Market](https://support.anotemusic.com/market?hsLang=en#main-content) - [Auction](https://support.anotemusic.com/market?hsLang=en#auction) - [Secondary Market](https://support.anotemusic.com/market?hsLang=en#secondary-market) - [Add and withdraw funds](https://support.anotemusic.com/add-and-withdraw-funds?hsLang=en#main-content) - [Adding funds](https://support.anotemusic.com/add-and-withdraw-funds?hsLang=en#adding-funds) - [Withdrawing funds](https://support.anotemusic.com/add-and-withdraw-funds?hsLang=en#withdrawing-funds) - [Account](https://support.anotemusic.com/account?hsLang=en) - [Backstage Pass](https://support.anotemusic.com/backstage-pass?hsLang=en#main-content) - [Backstage Pass](https://support.anotemusic.com/backstage-pass?hsLang=en#backstage-pass) - [NOTES](https://support.anotemusic.com/backstage-pass?hsLang=en#notes) - [Cashback](https://support.anotemusic.com/backstage-pass?hsLang=en#cashback) - [Rewards](https://support.anotemusic.com/backstage-pass?hsLang=en#rewards) - [Platform](https://support.anotemusic.com/platform?hsLang=en) - [Catalogues](https://support.anotemusic.com/catalogues?hsLang=en#main-content) - [Catalogue performance](https://support.anotemusic.com/catalogues?hsLang=en#catalogue-performance) - [Portfolio](https://support.anotemusic.com/portfolio?hsLang=en#main-content) - [Portfolio builder](https://support.anotemusic.com/portfolio?hsLang=en#portfolio-builder) - [Royalties](https://support.anotemusic.com/royalties?hsLang=en#main-content) - [Music rights](https://support.anotemusic.com/royalties?hsLang=en#music-rights) - [Royalties](https://support.anotemusic.com/royalties?hsLang=en#royalties) - [Contact us](https://support.anotemusic.com/contact-us?hsLang=en) [![anotemusic-logo](https://support.anotemusic.com/hubfs/anotemusic-logo.svg "anotemusic-logo")](https://www.anotemusic.com/?hsLang=en) ANote S.A 9, Rue du Laboratoire, L-1911 Luxembourg, Luxembourg ![ANote Music Logo](https://cdn.prod.website-files.com/67976b92426eb626d10a7b37/67bf0ec5f29f6c4fe2cc8104_ANM%20LOGO-white.svg) ANote S.A. 9, Rue du Laboratoire, L-1911 Luxembourg, Luxembourg [![go to facebook](https://cdn.prod.website-files.com/67976b92426eb626d10a7b37/67bf20227a43b97bb656f9a1_ic-facebook-circle.svg)](https://www.facebook.com/anotemusic/) [![go to instagram](https://cdn.prod.website-files.com/67976b92426eb626d10a7b37/67bf20237f4438ac97f13c80_ic-instagram.svg)](https://www.instagram.com/anotemusic) [![go to X](https://cdn.prod.website-files.com/67976b92426eb626d10a7b37/67bf202537ba10550ff67ac9_ic-twitterx.svg)](https://twitter.com/anotemusic) [![go to linkedin](https://cdn.prod.website-files.com/67976b92426eb626d10a7b37/67bf2026114bed6f68224386_ic-linkedin-solid.svg)](https://www.linkedin.com/company/anote-music) [![go to youtube](https://cdn.prod.website-files.com/67976b92426eb626d10a7b37/67bf2024701ae8b300fb3547_ic-youtube.svg)](https://www.youtube.com/ANoteMusicOfficial) [![go to discord](https://cdn.prod.website-files.com/67976b92426eb626d10a7b37/67bf2024526e739d7d27719d_ic-discord.svg)](https://discord.com/invite/9ZWfskUPuc) More [Music catalogues](https://www.anotemusic.com/music-catalogues?hsLang=en) [Music creators](https://www.anotemusic.com/music-creators?hsLang=en) [Rewards](https://www.anotemusic.com/rewards?hsLang=en) Support [News](https://www.anotemusic.com/news?hsLang=en) [Customer support](https://support.anotemusic.com?hsLang=en) Legal [Privacy Policy](https://www.anotemusic.com/privacy-policy?hsLang=en) [Website T&Cs](https://www.anotemusic.com/website-terms-and-conditions?hsLang=en) [Payment service provider T&Cs](https://www.anotemusic.com/payment-service-provider-terms-and-conditions?hsLang=en) [Backstage Pass T&Cs](https://anotesolutions.com) Disclaimer ANote Music is a marketplace for buying and selling royalty interests and/or intellectual property rights and, as such, it does not constitute activities of the financial sector in Luxembourg and therefore ANote Music is not subject to the Luxembourg financial sector regulator (Commission de Surveillance du Secteur Financier - CSSF).  Royalty interests are the contractual right to perceive future music royalty income that is generated by various types of intellectual property rights/copyrights. Neither music royalties nor royalty interests constitute “financial instruments” within the meaning of the MiFID (the Directive 2014/65/EU of 15 May 2014 on markets in financial instruments) and the LFS (the Law of financial services of 5 April 1993, as amended) which is implementing the MiFID in Luxembourg.

None of the price quotations, information, news and research accessible on the website and the marketplace or shared through any other communication channels by ANote Music or its Affiliates constitute advice, recommendations or solicitation to any person in any jurisdiction to buy, sell or invest in any asset, royalty interests, intellectual property rights. Any decision made by a person to participate in ANote Music marketplace’s activities should be made on the basis that such an activity complies with any applicable local laws and regulations to which the user is subject to. The user should not access the ANote Music marketplace if such an activity does not comply with any applicable local laws and regulations to which the user is subject to. 

Keep in mind that purchasing royalty interests and/or intellectual property rights involves risk and you may lose the invested capital. The value of your royalty interests or intellectual property rights will fluctuate over time and you may gain or lose money. Past performance is not a guarantee of future returns, nor is it necessarily indicative of future performance. This disclaimer cannot disclose all of the risks and other significant aspects of dealing with royalty interests and intellectual property rights. You should satisfy yourself that you fully understand the conditions which apply to such assets, our services and the potential risk exposures. The images and pictures on the website and on ANote Music marketplace are merely illustrative and may contain data that are no longer updated or valid. Please always refer to the current pricing and valuation of royalty interests or intellectual property rights, as the case may be, in the relevant section on ANote Music marketplace. ```json { "@context" : "https://schema.org", "@id" : "https://www.anotemusic.com/#organization", "@type" : "Organization", "name" : "ANote Music", "url" : "https://www.anotemusic.com" } ``` ```json { "@context" : "https://schema.org", "@id" : "https://support.anotemusic.com/#website", "@type" : "WebSite", "description" : "Find answers to common questions, explore step-by-step guides, and get help with investing on ANote Music.", "inLanguage" : [ "en", "fr", "it" ], "name" : "ANote Music Support Centre", "potentialAction" : { "@type" : "SearchAction", "query-input" : "required name=search_term_string", "target" : { "@type" : "EntryPoint", "urlTemplate" : "https://support.anotemusic.com/kb-search-results?q={search_term_string}&type=KNOWLEDGE_ARTICLE&groupId=257655602418" } }, "publisher" : { "@id" : "https://www.anotemusic.com/#organization" }, "url" : "https://support.anotemusic.com" } ```