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Open order overview

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

Proceed as follows to open the order overview in Portfolio Rebalancing:

  1. Select the desired portfolios in the portfolio list .
  2. Then select the ORDER OVERVIEW command on the "Portfolio Rebalancing" tab.
    Or press the key combination<SHIFT>+<CTRL>+<G>.
    The view switches to the order overview.
Select the ORDER OVERVIEW command (<SHIFT>+<CTRL>+<G>) again to return to the standard view of the synchronization interface.
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