Import and create portfolios

Import portfolios from Portfolios Management Systems

If you have a Portfolio Management System, your portfolios will appear automatically on the "List of portfolios".

To integrate your Portfolio Management System with your Infront Professional terminal press here.

Import portfolios from Excel and CSV files

In the List of portfolios, press the New button.

The "New Portfolio" window will open. You must give the portfolio a name and a base currency.

In addition, you can add the Portfolio's benchmark, and optionally descriptive information such as Account Number and internal ID.

To import your portfolio from an Excel or CSV file, press the "Load" button in the "Import" section of the New Portfolio window. A prompt will appear where you can map the different columns to the corresponding fields.

To load your file, navigate to the selected directory in your computer where you have saved your Excel or CSV file containing the portolio holdings.

If you wish to maintain a single file, and automatically reflect those changes in your Infront Professional terminal, check the box "Automatic" located in the Import section of the New Portfolio window.

Creating portfolios manually

To create a new portfolio manually, press the New button in the List of portfolios.

The "New Portfolio" window will open. You must give the portfolio a name and a base currency.

In addition, you can add the Portfolio's benchmark, and optionally descriptive information such as Account Number and internal ID.

Press the button "Created" located on the bottom of the window, and an empty Portfolio Tracker will appear.

Dragging and dropping instruments

You can add instruments to the empty portfolio by simply dragging and dropping symbols from market windows.

Adding instruments in the Portfolio Tracker

Press the button "Edit" located in the Portfolio Tracker toolbar.

The edit properties will be opened in the toolbar, and press "Add".

To add listed instruments, press "Add Symbol" and a search window help you to find the correct asset.

To add cash or non-traded instruments, select "Ass Cash or Other position". With this tool, you can add cash and alternative investments such as Private Equity, Real Estate, Hedge Funds, and more.

When adding cash positions, you can also add a description to specify whether it is deposits, offset cash, borrowings, etc.

Using the Portfolio Tracker with Infront's trading features

If you trade with the Infront Professional terminal, you can benefit from the seamless integration with the Portfolio tracker.

In the Portfolio tab in the trading window, you will find a button: "Portfolio Tracker". It will automatically open your trading portfolio.