Select owner or portfolio
Bond scenario analysis" module
There are several ways to select a different (real) holder or a different (real) portfolio for the analysis:
- Enter the search term in the "Owner/portfolio" input field and start the search with the "Magnifying glass" icon. The familiar object search opens, with which you can search for and select the depot objects.
- You can also search for the corresponding owner or portfolio in the Explorer and transfer it to the window by clicking the middle mouse button or by dragging and dropping it onto the variant tree. By defining a new owner or portfolio, a new node is created in the variant tree that contains a copy of the selected portfolio variant. Only the bond positions are taken from the real securities account and displayed. The cash account is always set to zero.