Client, portfolio and prospect lists in the navigation pane
In the navigation pane, you can switch between client, portfolio and prospect lists. On the left side of the analysis area, you see an Explorer as an additional navigation pane. The folders configured in Infront Portfolio Manager with clients (holders) are displayed here,
Portfolios or prospects are displayed. The objects in the currently selected folder are shown as lists in the analysis area on the right. Select these objects for further analysis as an alternative to selecting by using the search.
Below the "Client lists", "Portfolio lists" and "Prospect lists" menu items in the navigation pane, you can also find other menu items for group analyses, depending on the associated workspace configuration in Infront Portfolio Manager. For more information, see Group analyses.