Create order sessions

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

To create an order session, you need the system right "Edit session". If necessary, read the chapter User administration.

Proceed as follows to create a new order session in the portfolio rebalancing tool:

1. Select the "Portfolio rebalancing" icon on the "Ordering" tab.
2. Then select the CREATE ORDER SESSION command in the menu of the "Order session" icon on the "Portfolio rebalancing" tab.
   

   

3. In the "Create order session" dialog box that appears, enter a name for the order session or overwrite the suggested name and then click on the "OK" button.

4. Select the portfolios for your portfolio list and work with the created order session.
   To create a new order session during an open order session, select the CREATE ORDER SESSION command in the menu of the "Order session" icon on the "Portfolio rebalancing" tab during the order session. You then work on the current status in the newly created order session.

You can also create a completely new template and create an order session for it directly. Proceed as follows:

1. On the "Configuration" tab, select the NEW, REBALANCING-TEMPLATE command in the "Template" icon menu to first create a new template and configure it.
2. Then select the CREATE ORDER SESSION command in the menu of the "Order Session" icon on the "Portfolio Rebalancing" tab and proceed as described above.