User Guide: Working with Portfolio Positions

Managing portfolio positions effectively is crucial for ensuring accurate financial reporting and decision-making. This video guide will walk you through the key functionalities available in the platform to understand portfolio positions.

Step 1: Gather Bank Data - Prepare your bank positions for easy access.

Step 2: Access the Portfolio - Adjust the table for better visibility if needed.

Step 3: Select the Date - Choose a timeframe to display the most relevant results.

Step 4: Customize View - Manage fields, group and filters for a tailored and efficient display.

Step 5: Export to Excel - You may download the table in Excel format if needed