You can store the following functions and tools via the selection menu on the quick access toolbar, provided you have the appropriate authorizations:
|
Icon |
Function/tool |
|---|---|
|
|
Explorer |
|
|
Save |
|
|
Save as |
|
|
|
|
|
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. |
