Configure amount order preference for individual securities

You can "override" the global amount order configuration described above in the section Configuring amount order preference for security types at security level. Proceed as follows:

1. Open the securities master data of the desired security.
2. Activate or deactivate the "Amount order preference" checkbox on the "Characteristics" tab of the dialog box.
   

   

3. Confirm the setting with the "Save" button.
   The preference selected here will now be taken into account in portfolio rebalancing for this security.

The "Amount order preference" checkbox has three possible states:

Condition	Description
	[Default setting] No explicit setting has yet been made for this security in the master data; the default setting for the corresponding security type applies.
	Checkbox activated. Orders for this security are taken into account in portfolio rebalancing as amount orders.
	Checkbox deactivated. Orders for this security are not taken into account as amount orders in portfolio rebalancing.