Infront Portfolio Manager

Remove portfolio from portfolio list

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

You can mark portfolios in the portfolio list as "Deleted". Proceed as follows:

  1. Select the portfolios in the portfolio list.

  2. Then select the command REMOVE FROM LIST in the context menu of the selected portfolios or press the<ENTF>key.
    After removal, the portfolio icon changes and shows a crossed-out symbol:
    pr_deactivated_portfolio_EN.png
    You can show and hide portfolios removed in this way using the "Show/hide removed portfolios" icon in the portfolio list.

Removing portfolios from the portfolio list does not delete the portfolios from Explorer or the database.