You can change the login data (account data) for your portfolios. If you are using more than one portfolio, you can define one of them as your default portfolio (the default portfolio is used for placing orders when you are logged in into more than one portfolio at once).

When you want to transport your portfolio configuration to another Professional installation, or save it to disk, you can export the configuration as an XML file and later re-import it in Professional. Of course, you can also remove portfolios from Professional completely.

To change the login data of a portfolio

▪       On the Trade menu, click the name of the broker and then Set broker properties. For example: direktanlage.at > Set broker properties.

▪       On the left side of the Set HTTP Broker Properties dialog, choose Portfolios, and then the name of the portfolio. For example: Portfolios > MyPortfolio.

▪       On the right side of the dialog, edit the login data of the portfolio. The fields available depend on the broker. See Available Brokers.

To set a default portfolio

▪       On the Trade menu, click the name of the broker, then the name of the portfolio, and Set as default portfolio. For example: direktanlage.at > MyPortfolio > Set as default portfolio.

To export a portfolio configuration

▪       On the Trade menu, click the name of the broker and then Set broker properties. For example: direktanlage.at > Set broker properties.

▪       In the Set HTTP Broker Properties dialog, click Manage > Export Portfolio.

▪       In the Save as dialog, enter the name for the XML configuration file in the File name field.

▪       Choose the location where you want to save the XML configuration file. Professional will suggest to save it into your Documents folder. You can also use a different location.

▪       Click Save.

To import a portfolio configuration

▪       On the Trade menu, click the name of the broker and then Set broker properties. For example: direktanlage.at > Set broker properties.

▪       In the Set HTTP Broker Properties dialog, click Manage > Import Portfolio.

▪       In the Open dialog, select the XML configuration file that you want to import.

▪       Click Open.

To remove a portfolio

Note             This action cannot be undone. This will remove the portfolio with its configuration. You can only restore the portfolio configuration if you have exported it before.

▪       On the Trade menu, click the name of the broker and then Set broker properties. For example: direktanlage.at > Set broker properties.

▪       On the left side of the Set HTTP Broker Properties dialog, choose Portfolios.

▪       On the right side of the dialog, click Remove Portfolio.

▪       In the Remove Portfolio dialog, select the portfolio that should be removed and click OK.