Infront Portfolio Manager

Course overview

The "Price overview" evaluation is a table that lists the most recent close, high, low and open prices for all securities in the input object (e.g. a folder or filter from the Explorer) on the evaluation date.

You can find the course overview in open workspaces (e.g. folders or filters) on the "Securities" worksheet.

PM_price_overview_EN.png

icon_show_hide_columns_EN.png The "Security no." column for the Swiss security number is hidden by default. You can show/hide these using the "Show/hide columns" icon.

Double-click on a column heading to sort the table by this column. To edit Tables , read the chapter of the same name if necessary.

Parameters of the course overview

icon_parameter_filter_settings_EN.png You can use the parameters to edit the evaluation date of the course overview. Display the parameters using the <CTRL>+<A> key combination or the "Show parameter and filter settings" icon.

The course overview has the following parameters:

Parameters

Description

Evaluation date

Evaluation date of the evaluation, which you can enter in the form "dd.mm.yy".

The default setting is the current date or the evaluation date entered in the input field on the "Start" tab.