Infront Advisory Solution

Create sample portfolio

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To create a sample portfolio:

  1. Select the "Sample portfolio" menu item in the navigation pane of the "Tools" area.

  2. AS_icon_create_watchlist_DE.png   Click the "Create new portfolio" icon there.

  3. In the dialogue window that appears, enter a name for the sample portfolio and an initial investment amount.
    AS_portfolio_create_dialogue_EN.png

  4. Then click the "Save" button.

The sample portfolio is created with the entered name.