Edit modules

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

To edit created modules, use the "Configure investment agents" icon on the "Ordering" tab to switch to the "Investment agents" worksheet and then to the "Modules" tab. Here you can edit modules, create new modules or delete modules. Details can be found in the previous section Record modules.

Finally, save your changes with the "Save" icon or the key combination <CTRL>+<S>.