Infront Portfolio Manager
Infront Portfolio Manager
Breadcrumbs

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.
    PS_profile_edit_portfolio_EN.png

  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.