Assetmax Portfolio
The “Assetmax Portfolio” widget displays your portfolios managed in Assetmax in real time in Infront Investment Manager.
Use the various views and categories in the selection lists at the top to configure the display.
Specifically, you will find the following elements in the upper area of the widget next to the standard icons:
Element | Description |
|---|---|
Select portfolio | In the upper left selection list, you can select and open a different portfolio. Depending on the selected setting, you will see all portfolios directly in a list for selection, or you can search for the desired portfolio. |
Select view | You can change the portfolio view using the second selection list. The following views are available: The name of the currently selected view is visible when collapsed. |
Select category | Using the third selection list, you can choose the categories from Assetmax for structuring the view. |
 Icon “Open portfolio in Assetmax” | Select this icon to open the portfolio currently displayed in the widget directly in Assetmax. |
Portfolio name | On the left-hand side in the second row, you can always see which portfolio you have currently selected. |
Total value | At the top right of the widget, you can see the current total value and the development over the current year, month and day in the second line. |
Filter | You can filter the portfolio display in the filter field on the right-hand side. |
In the widget gallery, you will find the ‘Assetmax Portfolio’ widget in the “Other” section, under “Calculators”.