Commands in the context menu of the items

Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

Helpful commands are available to you in the item overview via the context menu of the items (and also via key combinations). For example, you can directly open the master data of the security or the workspace of the securities account.

You will find the following commands here:

Command	Description
Display restriction checks	Select this command to display the restriction checks for an order. Read the section Display restriction checks for an order in the rebalancing tool.
Securities" command
Command	Description
Open	Select this command to open the workspace of the currently selected security.
Enter limit	<STRG>+<L> Select this command to enter a limit for the currently selected security. If necessary, read the section Record limits.
Edit courses/factors	<STRG>+<K> Select this command to edit the prices of the currently selected security. If necessary, read the section Enter courses.
Copy ISIN	<STRG>+<I> Select this command to copy the ISIN of the currently selected security to the clipboard.
Properties	Select this command to open the securities master data of the currently selected security.
User-defined fields	<STRG>+<U> Select this command to open the user-defined fields of the currently selected security.
Depot" command
Command	Description
Open	Select this command to open the workspace of the securities account of the currently selected security.
PSI Order Entry	Select this command to set up an order interface for the securities account of the currently selected security.
Enter limit	Select this command to enter limits for the securities in the securities account.
In order book displays	Select this command to open the order book directly and display the orders.
Properties	Select this command to open the depot properties.
User-defined fields	<STRG>+<U> Select this command to open the user-defined fields of the securities account of the currently selected security.