Settings in the "Portfolio" widget
Alternatively, you can use the "Settings" command in the widget menu.
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:
| Field | Description |
|---|---|
| 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:
|
| Clear filter on list change | Deselect 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:
| Field | Description |
|---|---|
| Totals | Select the fields for which totals are to be displayed. You can display totals above the table for the following columns:
|
"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:
- On the left side of the "Portfolio settings" dialogue window, select the "Free text columns" area.
- Click the "Add column" button.
- In the "Name" input field, enter a name for the column header of the first custom column.
- Then click the "Settings" button for this column.
- Configure the new column. The table below contains descriptions of the individual setting options.
- 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.)
- 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 | |
|---|---|
| Field | Description |
| Name | Enter a meaningful name for the free text column. |
| Tooltip | Enter a descriptive tooltip. This is displayed when you point to the column header with the mouse. |
| Configuration | |
| Field | Description |
| Column width | Enter the column width in pixel. The default setting is "200". |
| Column view | Select the view type for the column:
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:
- On the left side of the "Portfolio settings" dialogue window, select the "Performance columns" area.
- 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).
- Then click the "Settings" button for this column.
- Configure the new column. The table below contains descriptions of the individual setting options.
- 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.)
- 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 | |
|---|---|
| Field | Description |
| 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 naming | Enable 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 | |
| Field | Description |
| 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:
|
| 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:
The default setting is 1 months. |
| Select end time | |
| Field | Description |
| 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:
You can then select the period and enter the corresponding number in the input field. The following periods are available:
Example In August 2022, the setting "End of previous quarter" and "2 months" result in the end date "April 30, 2022". |
| Mode | |
| Field | Description |
| Display | Select the type of display for the performance values. The following variants are available:
|
| 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:
| Field | Description |
|---|---|
| Push | Here, 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:
|
| Start date | Use the integrated calendar to specify the start date. |
| End date | Use 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 more information about the widget settings, see Commands in the widget menu.