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Update ex-ante costs for orders in portfolio rebalancing

Proceed as follows to request the ex-ante costs from the cost service for an order session in an open portfolio rebalancing worksheet:

  1. If necessary, open the order session with the orders to be analyzed.
  2. Select the "Update ex-ante costs" icon.
    The costs of orders with the status "In planning" are updated online via the cost service. You can then view this data in the cost service evaluations (or receive it at any time via MM-Talk query).

The ex-ante evaluations show you the costs for orders with the status "In planning".

An investment firm (investment service provider) must be configured in the cost service for the bank details stored in the order securities accounts in the Infront Portfolio Manager.

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