Infront Portfolio Manager

Components of the order overview

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

You will find the following information in the order overview at the top of the table:

Element

Description

Number of portfolios

The number of portfolios marked in the portfolio list.

Number of orders

The total number of orders for the portfolios marked in the portfolio list.

Total revenue

The sum of the proceeds from sales transactions of the selected portfolios.

Total investment

The sum of the cash flows from purchase transactions of the marked portfolios.

Total costs

The sum of the estimated expenses of these orders.

In addition to some columns familiar from the item overview, the order overview also contains the following columns:

Column

Description

Number of orders

The total number of orders for this type/securities/depository combination.

Order pieces

The total number of orders to be executed.