Infront Portfolio Manager
Infront Portfolio Manager
Breadcrumbs

Special features of order sessions in "currency switching" mode

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

In order to transfer orders to the order book, order sessions must always be created or loaded and then saved for FX spot orders as well.

icon_save_fx_pr_EN.png Order sessions in "Currency rebalancing" mode are saved via the "Save all securities and FX spot orders for the portfolios in the portfolio list" icon. The following applies:

  • All portfolios in the portfolio list are marked as active

  • All orders (FX spot orders and any securities orders contained) are saved

  • icon_edited_ready_pr_EN.png The portfolios in the portfolio list are marked with the "Processed" status icon when the orders have been successfully saved


Please note that all previously saved sessions can be loaded and edited in "Currency switching" mode. Any securities orders contained are displayed. However, if an order session contains one or more FX spot orders, it can then only be loaded in the "Currency rebalancing" mode, but not in the "Rebalancing" and "Switching" modes.