Infront Portfolio Manager

Finder shares

The "Finder Shares" is a table optimized for searching for shares, which you can use to configure individual search queries via the filter settings. In open security finders, the "Finder Shares" is stored on the worksheet of the same name.

icon_securities_finder_EN.png You open the "Finder Shares" via the command FINDER SHARES in the menu of the Finder icon "Securities" on the "Start" tab.

PM_finder_equities_EN.png

In detail, the "Finder Shares" contains the following columns:

Column

Description

Name

The name of the share.

WKN

The WKN from the share's master data.

Security no.
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The Swiss security number from the share's master data.

MMWKN
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The MMWKN from the master data of the price quotation (standard valuation place).

ISIN

The ISIN from the share's master data.

Industry

The sector from the share's master data.

Stock exchange

The standard valuation place of the share selected in the master data.

Country

The country from the share's master data.

Course

The most recent price of the share on the specified price date.

Course date
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The most recent price date for the evaluation date entered.

Currency

The currency from the master data of the price quotation (standard valuation place).

Market segment

The value of the "Segment" field from the price quotation master data.

Market price risk (EDG risk class)

The EDG risk class assigned to the share.

You can use the parameters to select a different evaluation date.