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My Portfolio - Frequently Asked Questions

What are the changes that have been made from My Cellar to My Portfolio?

My Portfolio is our best-in-class cellar management tool. You can manage your entire collection, whether it is stored with Bordeaux Index or elsewhere, and you can instantly view the performance of your wine and whisky. The marketplace displays every bid and the proceeds you will receive when selling.

The integrated portfolio management tool records, organises and values your wines and whisky, as well as enabling personalised annotations on assets stored externally. See historic pricing and critics notes instantly when you click on any wine in your collection.

Use the grid to sort, filter, order your wines and whisky any way you wish - by region, producer, LiveTrade eligibility, % return etc. You can also export this view to excel quickly and simply. Managing your collection is easy with ‘quick actions’ to arrange delivery, classify portfolios, organise storage and, of course, buy and sell through LiveTrade or list directly on our website.

Start exploring My Portfolio here.

How do I set up My Portfolio with Bordeaux Index?

If you are already a customer of Bordeaux Index, the wine and whisky purchased through, held by and sold through Bordeaux Index are updated automatically in My Portfolio. Wines and whisky from external sources and storage require manual updating by the user where required.

If you are a new customer, sign up for an account using the link here. You will then gain access to your account where you can set up your preferences, add your delivery details, add your payment cards and input your wines and whisky into My Portfolio.

When you have an account, all products bought, sold or stored with Bordeaux Index will appear in your portfolio. If you would like to manage your entire portfolio (including those professionally stored elsewhere in UK or Europe) you can manually input these items and categorise them. When you navigate to My Portfolio you will see options Add to Portfolio / Export Portfolio / Arrange Delivery / FAQs / My Orders / LiveTrade. Everything you need to manage your portfolio is at the click of a button.

Explore My Portfolio here.

How do I change My Portfolio details?

To change your details in Portfolio Manager simply visit your account and update your details in any of the outlined sections. Eg. update your payment cards in ‘Saved Cards and Storage Payments’.

Explore Portfolio Manager here.

How do I set up My Portfolio categories?

Portfolio Categories allows you to categorise your portfolio so you can better manage your collection. You can categorise, for example, ‘Investment Wines / Drinking Wines / Wedding Wines’ etc.

Once you have set up your categories, when you are adding a wine into your portfolio you can simply choose from the dropdown option ‘Portfolio Category’ and it will automatically be added to this category.

To update your Portfolio Categories visit My Account > Portfolio Categories.

How do I change my alerts for emails?

To manage your account and set up the emails you would like to receive from Bordeaux Index and LiveTrade, visit Preferences in My Account or the LiveTrade Marketplace.

Can I arrange and schedule deliveries directly from My Portfolio? 

Yes, you can arrange deliveries and transfers of your wines and whisky directly from My Portfolio. 

Simply visit My Account > My Portfolio > Arrange Delivery 

View our quick guide to My Portfolio here

Where can I find my invoices?

All invoices for any buying or selling with Bordeaux Index can be found under the account icon, in Statement & Payment. 

Where can I find my statements? 

All statements for any buying or selling with Bordeaux Index can be found under the account icon, in Statement & Payment.

How can I see the status of my purchases?

To view the status of your purchases, you can view either through My Account or on LiveTrade. 

If you are buying and selling on LiveTrade, you can view all of your completed trades and orders in the LiveTrade Marketplace under My Trades. You can also view all of your bids and offers under My Bids and Offers.

What is the cellar management service at Bordeaux Index?

My Portfolio helps you to manage your entire collection of wines and whisky. Available online and 24/7, My Portfolio allows you to track and manage all wine and whisky purchased through, held by and sold through Bordeaux Index, as well as wine and whisky from external sources. Here you can view the market returns on your assets, understand the real value of your portfolio and you can now define your portfolio by categories eg. Investment Wines / Drinking Wines.

Managing your portfolio with Bordeaux Index has never been easier. We offer world class storage; quick and easy valuation on cellars, cases or individual bottles; real-time value tracking of your portfolio and our full support in buying and selling wine and whisky within your collection. We take care of your collection, every step of the way.

Explore My Portfolio here.

How do you ensure the quality and condition of wine and whisky at Bordeaux Index?

We ensure provenance and keep your assets in perfect condition in the Colerne Reserve, a state-of-the-art storage facility operated by Octavian – the world's leading long term fine wine storage provider.

We know the importance of storing wine and whisky in the perfect condition, that's why we offer the finest storage facilities in the UK treating every single bottle as if it was our own.

Find out more about our storage facilities here.

Find out Terms and Conditions here.

Can you provide information about the storage conditions at Bordeaux Index?

We entrust this integral part of our service to Octavian, the "world's number one in fine wine storage" who use a state-of-the-art wine storage facility - the Colerne Reserve. We also have reserves in Hong Kong and Singapore.

Find out more about our storage facilities here.

Do you have a temperature-controlled cellar?

Octavian has set the standard for fine wine storage by committing to maximise the value of your wine. We want to give you the reassurance that your fine wine is being stored in optimum conditions and whether it's a case or your full cellar, each bottle will be cared for in the same way. So much so that all wine in your client reserves is insured by Bordeaux Index to the full replacement value.

The site boasts high security for your fine wine, it's heavily insulated to control temperature and humidity within the warehouse and uses LED lighting to eliminate the risk of UV rays and heat generated by conventional lighting, every detail has been covered with bespoke machinery handling the wine to ensure that the product is minimally disrupted from vibration once it is in place.

Find out more about our storage facilities and the provenance of our wine here.

How do you track and manage inventory for clients?

We track and manage inventory for client alongside Octavian, the "world's number one in fine wine storage" who use a state-of-the-art wine storage facility - the Colerne Reserve.

At the facility, your stock will be checked by an assigned member of the Bordeaux Index team. Cases are checked in and out, logged and barcoded on receipt ensuring that each case is fully traceable, giving you the reassurance that your wine is in the best care possible. We also offer condition reports with photography of your wine, all of which is free of charge if you've purchased your wine through Bordeaux Index. For wine not bought from Bordeaux Index and not sold through LiveTrade or our website a charge of £5 per case photographed will be applied for any product removed from storage within 12 months.

We also offer a virtual cellar service, My Portfolio, for those who want to manage their cellar and keep up to date with their collection’s market returns. You can view your Bordeaux Index Reserves online 24/7 and arrange to deliver and sell your wines directly through our website whilst being on the go. We do everything to make the buying and selling of fine wine and whisky as easy as possible for our clients.

Find out more about Octavian here.

Find out Terms and Conditions here.

How do you handle shipping and delivery?

Bordeaux Index has specialised in high quality delivery for over two decades and can arrange delivery at a client’s request to any location (within specific import regulations). We have regular shipments and it is particularly easy to deliver to UK, EU, USA, Hong Kong and Singapore due to our overseas offices in these locations. Our Account Managers and Customer Service team are always on hand to assist with any delivery requests for our clients.

Find out more about Delivery here.

Add to Portfolio – Add wine and whisky into your portfolio using the button ‘Add to Portfolio’ in Portfolio Manager. Add all details including Account, Portfolio Category, Storage Location, Duty Status, Case Type, Condition, Notes and Reference Number

Export My Portfolio – Export your full portfolio as a spreadsheet in My Portfolio

Arrange Delivery – Arrange delivery for your assets through My Portfolio 

My Orders - My Orders lists all your buying and selling, and this is where you can edit, suspend, reactivate, or delete any order

My Trades - My Trades lists all of your completed trades

LiveTrade - LiveTrade is the world’s most active fine wine trading platform, providing firm buy and sell pricing on top wines from Bordeaux, Champagne, Burgundy, Tuscany, the Rhone and the USA

LiveTrade Marketplace – The LiveTrade Marketplace is where to view and search all of the wine and whisky available, where to place ‘Bids’ and ‘Offers’ and one of the places to ‘Buy’ and ‘Sell’ on LiveTrade

LiveTrade+ - LiveTrade+ list is a distinct list of wines which Bordeaux Index deems as a market making wine, those which exhibit liquidity in the market as such that Bordeaux Index commits to making a market 24/7 on those names

Account – Choose which account you wish to use to buy and sell

Portfolio Category – You can optionally assign each of your wine holdings to a Category. You can maintain your list of categories within My Portfolio here. You can add as many other categories as you need and use them to group your assets in useful ways e.g., wines belonging to certain family members or earmarked for a particular event

Storage Location – Identify the location where your wine or whisky is stored. Assets outside of Bordeaux Index warehouses can now be added to your portfolio, as long as they are professionally stored in the UK or Europe

Case Type – This is a description of the packaging, typically limited to original case (OC)

Condition – Highlight if your wine/whisky is in pristine, or non-pristine condition

Purchase Date – The date you purchased the product

Unit Size – Size in cl of units containing wine/whisky

Unit per Case - The number of units in each case

Reference - Your own reference for the product if applicable

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