Infront Portfolio Manager

Example: Copy objects from evaluations

You can quickly move objects from an open evaluation to a file, for example different owners, in order to analyze them separately at short notice.

  1. To do this, open a securities account evaluation, e.g. the owner list in the workspace of a group.

  2. icon_clipboard_ex_EN.png Then switch from Explorer to the File view via the "File view" icon in the Explorer toolbar.

  3. icon_create_new_dropbox_EN.png Create a new clipboard if necessary.

  4. Select the desired owners in the owner list and drag them to the clipboard by holding down the left mouse button.