Plan asset class diagram

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

The "Asset class analysis (pre-trade)" opens as a table. In addition, two diagrams are also available for the actual and planned values.

Select the "Planned asset class diagram" tab at the bottom of the window in the work area to switch to the planned status diagram.

The pie chart shows the planned value share of the individual portfolio items in the assets, grouped by asset class. In comparison to the "Actual asset class diagram", this diagram shows you the (strong) impact of the changes.

Information on editing this display can be found in the chapter Diagrams.