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Infront Portfolio Manager
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Release Notes
Interface and operation
Introduction
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Intro
Desktop
Operating concept
Workspaces
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Shelves
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Templates
Tables
Open tables
Icons in the table window
Create new tables
Edit columns
Edit tables
Filter tables
Headings and labels with dynamic information
Settings for table evaluation
Functions of the table
Context menus in tables
Open objects in a table
Print tables
Copy table to clipboard
Copy table text to clipboard
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Apply standard design to table
Diagrams
Operating the integrated browser
Reports
Report folders
Navigation
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Further basic functions
Portfolio analysis
Reporting and alerting
Customer groups
MiFID II services
Ordering and rebalancing
ESG data in the Infront Portfolio Manager
Tools
Data maintenance
Configuration
Securities analysis
Postbox: Configurations in the Infront Portfolio Manager
Advisory process
MM-Talk
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Modules in the Infront Portfolio Manager
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Infront Portfolio Manager
Interface and operation
Tables
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Copy table text to clipboard
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