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