- Adding an Asset Classification Scheme

Index:

• Adding a New Asset Classification Scheme
• How does 'Classification Scheme' names and 'Grouping' names appear in the Holding page filters?
• Sort assets classified under a Grouping by Name, Value, Symbol Code and Maturity Date

Adding a New Asset Classification Scheme

You can set up client’s portfolio classification under Asset Info button and Classification tab. By clicking “+” button in the bottom of the screen, you can create a new classification by adding grouping names. Then, you can classify the asset into different groupings.

How does 'Classification Scheme' names and 'Grouping' names appear in the Holding page filters?

Sort assets classified under a Grouping by Name, Value, Symbol Code and Maturity Date?