Overview - Portfolio Management

Owned by Lena Birath
Last updated: Nov 01, 2024
1 min read

On the tab Allocation Profiles, you will view all portfolios in the system.

The filter option, Show Details, allows you to display information on Total Amount and Cash. Retrieving this information may take some time, especially for customers with many allocation profiles. To improve loading speed, you can choose to hide these details when they’re not needed.

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The Allocations tab displays all portfolios where the Allocate Cash option has been used. Portfolios with the status Prepared can be executed from this view.

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The Rebalance tab displays all portfolios where the Rebalance option has been used. Portfolios with the status Prepared can be executed from this view.

 

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