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Add portfolios to the portfolio list

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

To add portfolios or holders, groups and portfolio filters with portfolios to the portfolio list, proceed as follows:

  • Drag and drop the portfolio or holder, group or portfolio filter with portfolios from the Explorer into the portfolio list.
  • Or select Portfolio, Holder, Group or Depot filter in the Explorer and press the <SPACE BAR>.
  • Or click with the middle mouse button on Portfolio, Holder, Group or Portfolio filter in the Explorer.

In the case of groups or portfolio filters, all the portfolios contained in them are added directly to the portfolio list.

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