To create a new transaction - you can find from the navigation bar shortcut New Transaction.
Select the Client and Portfolio. You can also create a new portfolio from here. If you wish to create a transaction on a synchronized portfolio you should clone it first and then add the transaction or create a temporary buffer portoflio.
Search a security from the search bar, then click on SELECT.
InvestGlass will randomly present securities , if you want to specify an asset class or more aspects, you have to click on More Filters.
Here you can select asset classes, currencies, industries, and countries. Then click on Apply to search again. Click on the security, then click on Select.
Fill the transaction mask then click Save.
Once it is saved you click on Reload Portfolio Page if you wish to visualise the portfolio or Generate Confirmation email to copy and paste transaction information into an email.
Email software is selected from your browser setup.
For DVP specific wording please contact us - contact @investglass.com.