Edit portfolio-specific criteria of the investment profile

You can edit the portfolio-specific criteria of an investment profile directly via the context menu of a portfolio in the Explorer.
Proceed as follows:

1. If necessary, first search for the corresponding portfolio in the Explorer.
2. Then select the command PORTFOLIO, EDIT CREATION PROFILE (SERVICE) in the owner's context menu.
   

   

3. In the "Enter investment profile" dialog box that appears, change the desired values for the portfolio-specific criteria and save your selection by clicking "OK".
   The changed data is saved in the profiling service.