Parameter view

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

In the parameter view, you set the parameters for the portfolio rebalancing sessions. Here you can restrict rebalancing to individual reconciliation instruments or security types.

In "Manual" mode, the parameter view changes and you can use the (solely) licensed "Portfolio Service Rebalancing" module to carry out ad hoc portfolio rebalancing.

Read the section Settings in portfolio rebalancingto find out how to change the mode.

The parameter view is displayed above the key figure area using the <CTRL>+<B> key combination.