Infront Portfolio Manager

Special installations

In addition to securities or accounts, you can also record, manage, display and analyze fixed-term deposits, loans, forward exchange transactions and margins in Infront Portfolio Manager. The asset components fixed-term deposits, loans, forward exchange transactions and margins are summarized in some evaluations under the term "Special investments".

you will encounter "Special attachments" in the following standard templates, for example:,

Tables

  • Balance sheet

  • Species analysis

  • Asset class analysis

  • Industry analysis

  • Country analysis

  • Regional analysis

  • Segment analysis

  • Currency analysis

  • Currency class analysis

  • Asset status

Reports

  • Balance sheet report

  • Report Asset Analysis Regions

  • Report Asset Analysis Segments

  • Report Asset Analysis Currencies

  • Asset class analysis report

Details on booking fixed-term deposits, loans, forward exchange transactions and margins can be found in the section Enter transactions.

Siehe auch: