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Order view

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

In addition to the complete position overview (asset overview), there is a further view in the detail area for a portfolio in the form of an order view, in order to be able to view the generated orders directly. The order view therefore only shows the positions for which orders have been generated or entered. Proceed as follows to switch between order and complete view:

  • Select the "Order view" icon in the toolbar of the portfolio rebalancing tool.
  • Or select the ORDER VIEW command on the "Portfolio Rebalancing" tab.
  • Or press the key combination <CTRL>+<G>.

Siehe auch:

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