Securities mapping

Securities mapping allows you to allocate securities references in the PSI data to the corresponding security ID in Infront Portfolio Manager in case of ambiguities. If, for instance, you have several matches for one ISIN in the database, you can assign the correct security via the securities mapping function. To open the "Securities mapping" dialogue window, select EDIT, MAPPING from the main menu.

Securities mapping assigns security references in the PSI data to the matching security ID in Infront Portfolio Manager. In doing so, you can choose between the types ISIN, DEWKN (Germany) and valor number (Switzerland).

To open the "Securities mapping" dialogue window, select EDIT, MAPPING in the main menu.

For a clear representation, you can also sort and filter or group the list in the usual way by dragging the column headers into the area above the list.