Assign restrictions

Module "Portfolio Service Extended Portfolio Analysis"

You can assign restrictions to groups, holders, portfolios and portfolio profiles.

To assign restrictions to a portfolio, for example, proceed as follows:

1. Select the "Restrictions..." button in the portfolio properties.
   The "Assign restrictions" dialog box appears, in which you can see the restrictions already assigned to the portfolio.

2. 

   Select the "Add restriction" icon.
3. In the "Restrictions" dialog box that appears, select the desired restriction and configure it in the right-hand area (new) if necessary.
   

   

4. Confirm the selection with the "OK" button.
5. Then confirm the "Assign restrictions" dialog box with "OK".

6. Finally, close the "Portfolio properties" dialog box with "OK".

To assign restrictions to a portfolio profile , select the PORTFOLIO PROFILE command in the "Manage objects" icon menu on the "Data maintenance" tab. Now select the relevant portfolio profile in the "Profiles" area on the left and then select the "Restrictions..." button on the "Investment guidelines" mini-tab. Then proceed in the same way.

You will also find the "Investment guidelines" mini-tab for owners in the owner properties. Proceed analogously.

For groups, the "Restrictions..." button can also be accessed via the group properties.