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List of standard functions of the quick access toolbar

You can store the following functions and tools via the selection menu on the quick access toolbar, provided you have the appropriate authorizations:

IconFunction/tool

Explorer

Save

Save as

Print

Previous window

Next window

Re-evaluate


Intraday data

Enter transactions

Record collective transactions

Portfolio Service Collective Transactions" module

Check open forward transactions

Order book

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

Portfolio rebalancing

Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

Configure investment agents

Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

Calculator

Options and warrants calculator

Fund calculator

Bond calculator

Bond scenario analysis

Bond scenario analysis" module

Money management

Update data

This function is only useful on the server with data update and Portfolio Sync Interface on which the data update is running.

Option strategy calculator

PSI Transaction Data

Activate this checkbox to place the icon for the PSI Transaction Data add-on on the quick access toolbar.

PSI Transaction Data" module

Open recycle bin

Select reporting language

Select the desired language for your current reporting from the list of available languages, which you can open using the small arrow symbol in the icon. The default reporting language defined in the settings is displayed.

You can find out how to define languages and which setting applies when in the chapter Multilingualism.

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