Monitor existing positions

Proceed as follows to monitor existing positions:

1. Open the money management tool for the desired portfolio or holder. (Read the section Opening the money management tool.)
   The positions of all securities accounts in the portfolio or of the holder are displayed in the asset overview.
2. Make the desired settings for money management. You can find information on this in the General settingssection.
   The display of the capital overview is updated based on your entries.
3. Right-click on a security in the asset overview.
4. Select the EDIT/EXPLORE LIMIT command in the context menu. The "Edit limit" dialog box is displayed.
   

   

5. Make the desired limit settings and then close the "Edit limit" dialog box again. Information on recording limits can be found in the section Signals and limit monitoring.
6. Repeat steps 3 to 5 for all securities in the asset overview that are to be taken into account for money management.
   The capital overview is updated according to the settings made and you receive an overview of the risk to date and the risk that you can still take with further investments.