Module "Portfolio Service Extended Portfolio Analysis"
Restrictions are available for you to assign to your portfolios so that you can only hold certificates with a certain rating.
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No certificates without EDG rating
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No certificates with less than 2 EDG stars
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No certificates without EDG risk class
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No speculative certificates
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..
You can monitor compliance with your investment restrictions using the "Restriction monitoring" report:
You can also define any number of additional restrictions and assign them to your portfolios. If necessary, read the chapter Restrictions.