Infront Portfolio Manager

Notes on removing objects

  • Securities are removed or moved to the recycle bin without an additional query, as most securities are usually not in the Explorer anyway.

  • However, securities (indices) that are assigned to a portfolio version or a portfolio profile as a benchmark ("Benchmark" or "Benchmark 2" field) are prevented from being deleted. Securities that are part of a historicized index composition (in particular a self-invested benchmark) cannot be deleted either.

  • Securities accounts are automatically deleted when the associated holder is deleted.