Infront Advisory Solution

"Sample portfolio" market data widget

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The "Sample portfolio" market data widget shows the current status for the selected model portfolio in the "Name", "Price", "Trend" (as bar chart) and "+/-" columns.

AS_icon_config_DE.png In edit mode, click the "Configure" icon in the "Sample portfolio" market data widget and select the required model portfolio from the drop-down list.

Confirm your configuration by clicking the "Apply" button.

By clicking the securities in the "Name" column, you go directly from the dashboard to the corresponding security portrait.

For more information about creating and managing model portfolios, see Sample portfolios.