Monitoring master data in the period

Module "Portfolio Service Extended Portfolio Analysis"

Use this table to monitor all securities with their most important master data that were held in at least one securities account in the selected time interval. You can use the parameter and filter settings to restrict the view to all securities you have created yourself.

Use the "New column" or "New column formula editor" icons to also display columns for your user-defined fields in this table. Read the sections User-defined fields and Add columns.