Keyboard shortcuts in the ribbon

<F8>

UPDATE DATA
AND RE-EVALUATE

Use this command to retrieve the current data for the evaluations from the database.

<ESC>

CLOSE

Closes the active window in the evaluation area.

<STRG>+<S>

SAVE

Saves the changes without further prompting and overwrites the previous settings.

<STRG>+<P>

PRINT

Opens the "Print" window.

<STRG>+<Y>

EXPLORER

Hides or shows the Explorer.

<STRG>+<A>

Shows or hides the parameters in open evaluations (reports, tables, charts).

<STRG>+<C>

Copies the current selection in a table as text to the clipboard.

<SWITCH>+<STRG>+<C>

Copies the entire table text to the clipboard.

A table (or part of a table) copied to the clipboard can be pasted into other programs using this key combination:

Paste a table copied in this way from the clipboard into other programs (e.g. Microsoft® EXCEL or WORD) using the key combination <CTRL>+<V>.

<STRG>+<E>

EDIT COLUMN FORMULA

Opens the formula editor in tables for the currently selected column to edit the column formula.

In reports, use this key combination to switch to the draft view.

<SHIFT>+
<CTRL>+<ALT>+<P>

Empty caches, update license data.

<F11>

Switch to full screen mode.

<F7>

Open Info Center.

<CTRL>+<F4>

Close the current workspace.

<ALT>+<ARROW LEFT>

PREVIOUS WINDOW

Goes to the previously opened window if more than one evaluation is open.

The order in which you scroll corresponds to the order in which you last viewed the windows.

<ALT>+<ARROW RIGHT>

NEXT WINDOW

Goes to the next open window if more than one evaluation is open.

<ALT>+<ARROW UP>

PRECEDING
WORKSPACE

Goes to the previously opened workspace if more than one evaluation is open.

<ALT>+<ARROW DOWN>

NEXT WORKSPACE

Goes to the next open workspace if more than one evaluation is open.

<STRG>+<IMAGE ON>

PRECEDING OBJECT

Replaces the current object in the open workspace with the object above it in the Explorer folder.

<STRG>+<IMAGE DOWN>

NEXT OBJECT

Replaces the current object in the open workspace with the object below it in the Explorer folder.

<STRG>+<POS 1>

FIRST
OBJECT

Replaces the current object in the open workspace with the first one in the Explorer folder.

<STRG>+<END>

LAST
OBJECT

Replaces the current object in the open workspace with the last one in the Explorer folder.

Exchanging input objects using these last 4 commands and key combinations not only works in Explorer, but also in folders.

<STRG>+<R>

POCKET RENDER

Opens the calculator.

<STRG>+<ALT>+<M>

ARCHIVE DOCUMENT

Stores the opened reports in the document archive.

The licensed module "Portfolio Service Document Archive" is required.

<STRG>+<ALT>+<A>

UPDATE DATA

Starts data retrieval and import from the server with data update.

<STRG>+<ALT>+<O>

ORDER BOOK

Opens the order book.

A licensed "PSI Order Entry", "Portfolio Service Investment Agent" or "Portfolio Service Rebalancing" module is required.

<STRG>+<ALT>+<P>

PORTFOLIO REBALANCING

Opens the portfolio rebalancing tool.

The licensed "Portfolio Service Investment Agent" module is a prerequisite.

<STRG>+<ALT>+<I>

CONFIGURE INVESTMENT AGENTS

Opens the "Investment agents" dialog box.

The licensed "Portfolio Service Investment Agent" module is a prerequisite.

<STRG>+<ALT>+<T>

RECORD TRANSACTIONS

Opens the "Enter transactions" worksheet.

<STRG>+<ALT>+<S>

RECORD COLLECTIVE TRANSACTIONS

Opens the "Record collective transactions" worksheet.

The licensed module "Portfolio Service Collective Transactions" is required.

<STRG>+<ALT>+<G>

CHECK OPEN FORWARD TRANSACTIONS

Opens the "Check open forward transactions" dialog box.