Infront Investment Manager

Create securities from vwd page as a new portfolio

You can create selected securities of a corresponding vwd page as a new portfolio and open it in a "Portfolio" widget. To do this, follow these steps:

  1. If necessary, open the vwd page.

  2. Then select the "Add to portfolio" command from the "Selected" drop-down list and then enter a name for the portfolio to be created in the "Add to new" area or accept the suggested name.
    vwd_page_add_instruments_to_new_portfolio_EN.png

  3. Then select the button "Add to portfolio".
    This creates the new portfolio, which can be opened and edited in the "Portfolio" widget under the selected name.
    vwd_page_to_portfolio_EN.png

Securities added from a vwd page get the note "Added from security export" in the portfolio.