Infront Investment Manager

Add securities from vwd page to existing portfolio

You can add securities from a corresponding vwd page to an existing portfolio. To do this, follow these steps:

  1. If necessary, open the vwd page.

  2. From the "Selected" drop-down list, select the "Add to portfolio" command.
    vwd_page_add_instruments_to_portfolio_EN.png

  3. Then select the relevant one from the list of your available portfolios
    vwd_page_add_instruments_to_existing_portfolio_EN.png
    The selected securities are added to this portfolio.

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