Change the order of the columns in the item overview

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

Proceed as follows to move columns in the item overview to a different position:

1. Point to the column heading to be moved with the mouse button.
2. Hold down the mouse button on the column heading and drag the column to the desired position between two other column headings.
   If green arrows appear at the top and bottom, the column is inserted when the mouse button is released.
   

   

   
   In this example, the "Order pieces" column is moved to the right of the "Order securities account" column.
3. Proceed in the same way for all other columns to be moved.

To save the order of the columns permanently, you must save the modified portfolio rebalancing tool as a template. For further details, please read the section Save portfolio rebalancing tool as a template.