Infront Portfolio Manager
Infront Portfolio Manager
Breadcrumbs

Case 1: Portfolio rebalancing tool was linked to an order session

The connection is made via the commands CREATE ORDER SESSION or EDIT/EXTEND ORDER SESSION... in the menu of the "Order session" icon on the "Portfolio rebalancing" tab.

You can recognize that the rebalancing tool is linked to an order session by the following features:

  • The currently active order session is displayed in the window header.

  • The following icons are added to the adjustment window:
    icon_save_EN.png Save orders for selected portfolios
    icon_sign_portfolio_pr_EN.png Sign off portfolio without changes
    icon_delete_pr_EN.png Delete draft order

  • icon_Check_pr_EN.png You can see the status of the portfolios in the portfolio list. The icon shows whether all orders have been saved or whether the portfolio has been signed off without orders. This marking refers to the active order session.