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Example: Portfolio filter grouped by advisor and asset allocation

In this example, the filter template, which is based on the "Finder Portfolios", is grouped by advisor and then by the assigned asset allocation.

In the Explorer, you will then see the corresponding depot object sub-filters under the filter:

Subfilters can occur several times under the same name. They can be used in evaluations, but cannot be dragged into other folders or groups.

In the object search, this folder type is listed as a filter result on a separate tab; the relative path to the generating filter is displayed next to the name of the sub-filter:

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