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Investment simulation - Record - Planned asset summary

For each asset component, an asset summary is shown as a simulated planned portfolio.

In the table above, you see the various securities. In the first column, "Position", you see the current quantity or the nominal value of a security. The planned position is shown in the "Position (plan)" column.

In the left section, you find more information on the context of the activity, for example, the name of the activity and the corresponding portfolio.

In the bottom right, you see a pie chart representing the planned assets divided in asset classes.

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