Parameter view in "Manual" mode

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

In "Manual" rebalancing mode, the parameter view (<STRG>+<B>) has the following appearance:

Here, one or more reallocation directives can be used to control which orders are to be generated. The "Apply" button can be used to recalculate the definition for all portfolios.

For details on this mode, please also read the section Ad hoc portfolio reallocations.

To exit the parameter view, select the "Parameter view" icon on the "Portfolio rebalancing" tab or press the <CTRL>+<B> key combination.

You can find out how to set the rebalancing mode in the section Settings in portfolio rebalancing.