Infront Portfolio Manager

Only display orders from portfolios with the "Financial portfolio management" property

"PSI Order Entry" module or "Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

In the "Financial portfolio management" section of the "Filter" tab of the order book, you can filter all orders that originate from portfolios with the "Financial portfolio management" property. Proceed as follows:

  1. If necessary, switch to the "Filter" tab.

  2. Select the "Show orders" button in the "Financial portfolio management" area.
    orderbook_financial_portfolio_management_EN.png
    All orders of the corresponding portfolios are now displayed in the order book.