Change holding period of orders in the order book

"PSI Order Entry" module or "Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

In the order book you will find the "Holding period" column, which shows the expected holding period in days for each order (taken from the portfolio rebalancing or the stored standard formula):

You can edit these values directly in the order book. Proceed as follows:

1. In the line with the order, open the context menu with the right mouse button and select the command CHANGE STOP DURATION FOR ORDER.
2. Enter the new holding period in days in the "Change holding period for order" dialog box that appears.
   

   

3. Close and save the dialog window with "OK".

You can find out how to define a standard formula for the holding period of orders in the section Configure standard formula for holding period.