---
title: "How do I create a bookmark?"
slug: "how-do-i-create-a-bookmark"
updated: 2026-05-08T07:17:42Z
published: 2026-05-08T07:17:42Z
canonical: "support.lusid.com/how-do-i-create-a-bookmark"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create a bookmark?

You can create a *bookmark* for a [NAV type](/v1/docs/how-do-i-create-a-fund#understanding-nav-types) in a particular fund in order to strike an ad-hoc NAV or generate other financial reports.

A bookmark is similar to a [valuation point](/v1/docs/how-do-i-create-a-valuation-point) (VP) but does not close a period and persist associated data. Rather, it can be used as a convenient way of referencing an *ad hoc* datetime.

## Methods

LUSID web appLUSID APILuminesce

Call the [UpsertBookmark](https://www.lusid.com/docs/api/lusid/endpoints/funds/UpsertBookmark/) API, for example:

```json
curl -X POST 'https://<your-domain>.lusid.com/api/api/funds/MyFunds/Growth/bookmarks?navTypeCode=OFFICIAL'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "bookmarkCode": "27Jan2025",
  "displayName": "27 January 2025",
  "effectiveAt": "2025-01-27T17:00:00.0000000+00:00",
  "queryAsAt": "2025-01-27T19:59:59.0000000+00:00"
  "holdingsAsAtOverride": "2025-01-27T21:59:59.0000000+00:00"
  "valuationAsAtOverride": "2025-01-27T23:59:59.0000000+00:00"
}'
```

Navigate to **Fund Accounting > Calendar Management**, select a fund and click **Create bookmark**:

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-J668MKMD.png?sv=2026-02-06&spr=https&st=2026-11-04T02%3A02%3A10Z&se=2026-11-04T03%3A02%3A10Z&sr=c&sp=r&sig=Mk766Gfggj7MD9U41mauY%2BgsDBam6gO6vDJ3NXZhtjc%3D)

***More information coming soon***

## Data fields and properties

This section supplements the [API documentation](https://www.lusid.com/docs/api/lusid/endpoints/funds/UpsertBookmark) and on-screen help text in the LUSID web app.

### Fields

A bookmark is identified by a `bookmarkCode` that must be unique within the parent NAV type.

For more information on the `effectiveAt`, `queryAsAt`, `holdingsAsAtOverride` and `valuationsAsAtOverride` timestamps, see the [NAV documentation](/v1/docs/striking-a-nav#creating-a-valuation-point-with-closure-date-and-cutoffs).

### Properties

You can optionally extend the data model of a bookmark by adding [custom properties](/v1/docs/properties) from the `ClosedPeriod` domain.

## Subsequent updates

You cannot update a bookmark. You must call [DeleteBookmark](https://www.lusid.com/docs/api/lusid/endpoints/funds/DeleteBookmark) API and start over.

## Working with multiple bookmarks and VPs

Since a bookmark represents an *ad hoc* datetime, you can create one with any `effectiveAt` that is later than the creation date of the fund.

If you have also created VPs, note that the `queryAsAt`, `holdingsAsAtOverride` and `valuationsAsAtOverride` timestamps of the bookmark must all be later than those of the most recent [finalised](/v1/docs/striking-a-nav#finalising-an-estimate-to-officially-close-a-period-and-persist-data) VP (with a status of `Final`, signifying the last closed period).

> **Note**: A VP can also have a status of `Estimate`. Bookmarks ignore `Estimate` VPs, and include all data since the last closed period.