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Show and hide columns in the item overview

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

You can hide and show many columns in the item overview. Proceed as follows to show or hide columns:

  1. Select the command SHOW/HID COLUMNS on the "Portfolio rebalancing" tab.
    The "Select columns" dialog box appears with the columns arranged alphabetically.
  2. Activate the checkboxes for the columns to be shown or deactivate the checkboxes for the columns to be hidden.
  3. Confirm the settings with "OK".

For further details on fading in or out, please read the section Show and hide columns.

To save the settings permanently, you must save the modified portfolio rebalancing tool as a template. If necessary, read the section Save portfolio rebalancing tool as a template.

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