EDIT menu
Menu command | Description |
|---|---|
MAPPING | See Securities mapping. |
TRADING VENUE MAPPING | Opens the list of trading venues to assign them. See also Trading venue mapping. |
SAVED BALANCES | Select this command to open the "Saved balances" dialogue window. For more information, see Saved balances. |
MANAGE ASSET COMPOSITION | Opens the dialogue window for the "Asset composition" add-on. For more information, see Asset composition. |
SHOW LOGGED IN USERS | Shows which users are currently connected to the database. See also Show logged-in users. |
RESET DESKTOP | Resets the default settings of the desktop. This is useful if you have changed your desktop, moved windows and changed their size and want to return to the initial layout. |
SETTINGS | Opens the "Settings Portfolio Sync Interface" dialogue window, allowing you to view or modify your personal settings for Internet access and the various banks. See the chapters Local settings and Bank-specific settings. For more information on the bank-specific settings, refer to the corresponding "PSI Transaction Data <bank name>" documentation. |