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Investment simulation - Record - Asset overview

In the asset summary, you see the security positions and the available liquidity for the entire portfolio.

Depending on the amount of positions and the display size, the upper table can be quite extensive, making it necessary to scroll vertically and horizontally. In addition to the common information, the table on the top shows also the recommendation from the focus list for every security, if available.

In the bottom section, you see an overview of the asset allocation showing the amount of equity, assets, liquidity and term-deposits.

On the bottom left, the structure of the asset classes is illustrated as a pie chart.

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