Settings in the "Assetmax-Portfolio" widget

Click on the “Widget settings” icon to open the “Settings” dialogue box for configuring the widget.

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

Configure the “Assetmax Portfolio” widget here. The settings options are grouped into several areas, which you can select on the left-hand side:

• General

• Column configurator

General settings

In the “General” section, you can decide whether or not you want to display all portfolios visible to you from Assetmax in the portfolio selection list in the widget.

Drag the “Show all portfolios” slider to the right and then select the “Apply” button that is now visible to confirm that you want to display the portfolios in the widget in the selection list.

By default, not all portfolios are displayed directly in the selection list, but you can search for and select portfolios.

Column configurator

You can show and hide columns in tables using the column configurator familiar from other widgets.
For more information, see the sections Show and hide columns of the widgets via the settings and Column configurator.

General information about widget settings can be found in the section Commands in the widget menu.