Infront Investment Manager

Show transactions of a position

For all existing positions in your portfolio, you can display the transactions entered so far. To do this, follow these steps:

  1. Go to the "Portfolio" widget.

  2. Open the corresponding portfolio from the drop-down list.

  3. icon_list_menu_EN.png In the position overview, open the menu via the menu icon in the row with the position to be deleted and select the "Buy to add" menu entry.
    im_portfolio_transactions_show_EN.png
    Now, the "Transactions" dialogue window lists all transactions of the selected position.
    im_portfolio_transactions_show2_dialog_EN.png

  4. Use the close icon in the upper right corner to close the "Transactions" dialogue window.

The columns in the "Transactions" dialogue window in detail:

  • Type (for example, purchase of securities, sale of securities, dividends, buy and sale charges)

  • Date

  • Quantity

  • Price

  • Currency

  • Exchange rate

  • Amount

Click a column header to re-sort the list. Below the table, you can see the sum of the displayed amounts.