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Settings in the "Portfolio" widget

Use the "Widget settings" icon to open the "Settings" dialogue window for configuring the widget.

Alternatively, you can use the "Settings" command in the widget menu.

The available settings always depend on the view currently selected in the widget. The description of the default settings below is available for views such as the "Overview" view. For the view in the performance chart and other views, some of these settings are not meaningful.

In the "Portfolio settings" dialogue window, you can first select the area on the left side for which you want to configure your settings:

"General" area

In the "General" area, you can make the following settings:

FieldDescription
Push

Here, you can use the "Enabled" checkbox to enable or disable the push data feed.

Sort interval (only for table views)

If necessary, select the time interval for updating the table sorting in the widget here. The following periods are available:

  • Inactive (default setting)
  • 5 seconds
  • 15 seconds
  • 30 seconds
  • 45 seconds
  • 60 seconds
Clear filter on list changeDeselect this default setting to keep filter conditions when switching to another list.

"Totals" area

In the "Totals" area, you can decide which totals are to be displayed:

FieldDescription
Totals

Select the fields for which totals are to be displayed. You can display totals above the table for the following columns:

  • Portfolio value
    The portfolio value corresponds to the sum of the securities account value and cash deposits
  • Change portfolio
    The absolute change corresponds to the portfolio value minus the first account deposit.
  • Securities account value (selected by default)
  • Change overall (selected by default)
  • Change today (selected by default)
  • Average purchase price
  • Entry sum (net)
  • Change
  • Fees
  • Cash deposits
  • Distributions

"Column configurator" area

In the "Column configurator" area, you can show or hide the columns of the table. You can use the column configurator to save column configurations individually and set a specific configuration as the default when creating a new widget. See also Show and hide columns of the widgets via the settings and Column configurator.

"Free text columns" area

In this area, you can configure individual columns for the position overview table of the portfolio.

To do this, follow these steps:

  1. On the left side of the "Portfolio settings" dialogue window, select the "Free text columns" area.
  2. Click the "Add column" button.
  3. In the "Name" input field, enter a name for the column header of the first custom column.
  4. Then click the "Settings" button for this column.
  5. Configure the new column. The table below contains descriptions of the individual setting options.
  6. Then click the "Save" button. (Use the "Back" button to close the settings of the free text column without saving any changes you may have made.)
  7. If you want to add more columns, click the "Add column" button in the "Free text columns" area and proceed in the same way.
    You can delete your custom columns by using the corresponding "Delete" button.

The settings of the custom free text columns in detail:

General settings
FieldDescription
NameEnter a meaningful name for the free text column.
TooltipEnter a descriptive tooltip. This is displayed when you point to the column header with the mouse.
Configuration
FieldDescription
Column width

Enter the column width in pixel.

The default setting is "200".

Column view

Select the view type for the column:

  • Text (default setting)
    This setting displays the text in the column.
  • Icon
    With this setting, the "Note" icon is displayed in the column, and the text is only displayed when you point to it with the mouse.

Example: Watchlist with two free text columns

In this example, the "Test1" column is of the "Text" type and has a width of "100", the "Test2" column is of the "Icon" type and has a width of "50". To edit the texts, click on them and make your changes in the text window that appears. If you point the mouse to the cell, a delete icon will also appear, allowing you to quickly remove the text.

"Performance columns" area

In the "Performance columns" area, you have the option to add (up to 15) new columns to the overview of the portfolio for performance calculation.

To do this, follow these steps:

  1. On the left side of the "Portfolio settings" dialogue window, select the "Performance columns" area.
  2. In the "Name" input field, you can enter a custom name for the column header for the first custom column. However, this name can also be generated automatically (see the following table with the settings).
  3. Then click the "Settings" button for this column.
  4. Configure the new column. The table below contains descriptions of the individual setting options.
  5. Then click the "Save" button. (Use the "Back" button to close the settings of the performance column without saving any changes you may have made.)
  6. If you want to add more columns, click the "Add column" button in the "Performance columns" area and proceed in the same way.
    You can delete your custom columns by using the corresponding "Delete" button.

The settings of the custom performance columns in detail:

General
FieldDescription
Name

Enter a meaningful name for the performance column.

You can freely choose the name of a performance column or leave it blank for the time being and use the automatic name generation. The name of the column is then automatically generated by the system according to the time periods you set and other parameters of the performance calculation. In any case, the name of the column can be changed later.

Automatic namingEnable this setting to automatically generate the name of the column. The name is generate depending on the time periods and start and end times set below.
Selected period

Here, you can see the always updated period of the performance calculation resulting from your settings. This data is not editable here.

To set the calculation period, it is recommended to first define the methodology for the end date (Absolute date, Now, Relative to...). Then do the same for the start date. In the "Selected time period" row, you will then see the start and end date that results from the respective parameter selection.

Select start date
FieldDescription
Date from

Here, you can set a fixed starting date.

To do this, select this check box and then enter the corresponding start date using the calendar integrated into the input field.

The default setting is 1 month into the past.

Relative

Here, you can set a relative starting date.

To do this, select this checkbox and then select the relevant starting time from the drop-down list. The following entries are available:

  • Start of the week
  • Start of the month (default setting)
  • Start of the quarter
  • Start of the year
Period starting from the end date

Here, you have the option to define a calculation period starting from the end date.

To do this, select this checkbox and then first select the relevant period from the drop-down list and then enter the relevant number in the input field. The following periods are available:

  • Days
  • Weeks
  • Months
  • Quarters
  • Years

The default setting is 1 months.

Select end time
FieldDescription
Date to

Here, you can set a fixed end date.

To do this, select this check box and then enter the corresponding end date using the calendar integrated into the input field.

The current date is set by default.

Now

Here, you have the option of setting the current date as the end date (default setting).

Select this checkbox.

Relative period starting from the end date

Here, you can set the date to the desired end time relative to a date in the past.

To do this, select this checkbox and first select an end date from the upper list. The following entries are available:

  • End of the current week
  • End of the current month
  • End of the current quarter
  • End of the current the year
  • End of the previous week
  • End of the previous month
  • End of the previous quarter
  • End of the previous year

You can then select the period and enter the corresponding number in the input field. The following periods are available:

  • Days
  • Weeks
  • Months
  • Quarters
  • Years

Example

In August 2022, the setting "End of previous quarter" and "2 months" result in the end date "April 30, 2022".

Mode
FieldDescription
Display

Select the type of display for the performance values. The following variants are available:

  • Absolute (default setting)
  • Percentage [%]
  • Trend icon
  • Visual
Include corporate actions

[Selected by default]

Clear this checkbox to take into account corporate actions incurred during the period in the performance calculation.

Include dividends

[Cleared by default]

Select this checkbox to include dividends paid during the period in the performance calculation.

Decimal places:

Select how many decimal places (from 0 to 5) the performance column should display.

The default setting is 2 decimal places.

Settings for "Chart Gallery" view

In the "Chart Gallery" area, you can make the following settings:

FieldDescription
PushHere, you can use the "enabled" checkbox to enable or disable the push data feed.
Show details

Select this checkbox to display more details in the individual charts of the Chart Gallery. The following data is shown:

  • Security name
  • ISIN
  • WKN
  • Trading venue
Start dateUse the integrated calendar to specify the start date.
End dateUse the integrated calendar to specify the corresponding end date.

Settings for additional views of the portfolio

You have various setting options depending on the view selected (for example, "Correlation Matrix") in the widget.

For the "Gainers/Losers" view in the "Portfolio" widget, you can configure the number of instruments to be displayed in the same way as for the "Gainers/Losers" widget (from 2 to 20).

For more information about the widget settings, see Commands in the widget menu.

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