Infront Portfolio Manager

Show deposit transactions

You can display the purchase and sale data for the securities in a securities account in the price history.

  1. To do this, first open the relevant securities account by double-clicking on it.

  2. Switch to the "Charting" worksheet.
    The chart show for the securities contained in the securities account is opened.

  3. icon_chart_show_transactions_EN.png Select the "Show depot transactions" icon or the VIEW, DEPOT TRANSACTIONS command in the context menu of the selected time series.

Purchases are represented by green triangles, sales by a yellow equal sign in the chart.

PM_chart_show_transactions_EN.png

If you "hover" over these characters with the mouse, details of the respective transaction are displayed in a message window.

Beispiel: Treppenfunktion des Einstandskurses durch mehrere Ankäufe
PM_chart_staircase_EN.png