Infront Portfolio Manager

Include securities in folders

  1. To add securities to a folder, first select the folder in question.

  2. icon_search_quick_EN.png Then click on the "Add objects" icon in the Explorer toolbar. Alternatively, press the <INSERT> key on the keyboard or select the ADD... command in the context menu. The "Object search" dialog box opens.

  3. Enter a search term and start the search by clicking on the "Search" button. Details can be found in the section Search field and object search.

  4. Select the desired security in the search result and confirm with "OK". It is then inserted under the folder.

Optionally, you can also drag securities into folders. If necessary, read the section

Drag 

.