Portfolio Sync Interface

Edit securities mapping

To edit existing mapping entries, follow these steps:

  1. icon_edit_DE.png In the "Securities mapping" dialogue window, double-click the line to be edited or highlight the entry and then select the "Edit selected mapping" icon.

  2. Edit the data in the "Edit mapping" dialogue window that appears.

  3. Confirm your entries with "OK"; this updates the entries in the list.

  4. Then also close the "Securities mapping" dialogue window with "OK".
    During the next import, the mapping specification is taken into account.
    icon_minus_DE.png   icon_delete_all_DE.png Using the "Delete selected mapping" and "Delete all mappings" icons, additional functions for adjusting the list are available to you.