Portfolio management
In portfolio management, you can display the composition of the portfolio you or your advisor defines, or even define new portfolios or delete portfolios you have designed yourself.
You can define up to ten portfolios yourself, in addition to any portfolios that are automatically set up or that your advisor sets up.
A portfolio is an overview that has been prepared by you or your advisor of some or all of the securities accounts and accounts under your customer number.
The master portfolio is not displayed for you in portfolio management, as it cannot be changed. The master portfolio is automatically generated and contains all your accounts and securities accounts.