Import modules

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

You can fill modules in the investment agent via an imported file. The module name, ISIN and weight are supplied via a CSV file.

Proceed as follows to import modules:

1. Select the "Configure investment agents" icon on the "Ordering" tab.
2. Then switch to the "Modules" tab in the "Investment agents" worksheet.
3. Select the "Import modules" icon here.
4. Select the CSV file to be imported in the "Open" dialog box that appears.
   The data is imported and appears with the status "new" in the module list. A message informs you that the import process has been completed.

• If the module name does not yet exist in the Infront Portfolio Manager, the new module is created automatically.
• If a module with this name already exists, the ISINs are deleted and the new ones imported.
• If an ISIN is not found in the Infront Portfolio Manager, corresponding information will appear in the Infront Portfolio Manager.

Beispiel für eine geeignete CSV-Datei mit Modulinformationen