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Infront Investment Manager

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What's new?

21.04.2021 - Release 23.0.0

With the Infront Investment Manager release version 23 we have added these new features and made the following improvements for you.

New features: This version introduced dashboard versioning and provided CSV import of watchlists.

A special activation is required for the import.  

Please contact your Infront account manager for this or write an email to: support@infrontfinance.com

Furthermore, optimizations were carried out in various widgets, for example, Chart, Chart Analysis, Full Quote, Company Profile, Correlation matrix or Yield Curves.

Dashboard versioning

An initial version of dashboard historisation was rolled out with this release. The 10 most current versions are displayed.

When an older version is selected, an overlay shows the user a comparison between the current dashboard version and the selected older dashboard version.

Users now have the following options:

  • Cancel: The current dashboard version is retained.
  • Restore: The current dashboard version is replaced by the older version.
  • Copy as: The older version is copied to a new dashboard.


Selected examples of release 23

Watchlist CSV import

This version rolls out the ability to import watchlists based on CSV files.

As a minimum requirement, the CSV file must contain the ISINs of the positions to be imported. Otherwise, a corresponding error message is displayed.

If the ISINs of the positions are recognised, a corresponding success message is issued.

Clicking "Continue" takes you to the "Imported data" overview.

In the next step, the user can decide whether to create a new watchlist or add the positions to the current watchlist in the widget.


Selected examples of release 23

Financials: Chart Comparison

In the "Financials" widget, up to 3 key figures can now be compared graphically.


Selected examples of release 23

20.08.2020 - Release 4.0.0 -13.0.0

Find more details in our Release Notes available for our customers in the Closed User Group section.

05.02.2019 - Sending feedback

You can send feedback directly to Infront via this newly implemented option "Send Feedback" in the Infront Investment Manager main menu (burger menu).The following dialog will ask you to enter your feedback, name, and email address. Feel free to give us your comments as well as likes or dislikes. Please note that the feedback option is for you to share insights on your user experience as we aim to make your work easier and more comfortable.

Find more details in our Release Notes available for our customers in the Closed User Group section.

05.02.2019 - Risk-Return Matrix

This information is available as a separate widget and also for your portfolio and watchlist as separate views. The graph shows the relation between volatility and performance for various time periods.


Selected examples of release 23

Tutorials

Dashboard Navigation

3:16

Play video
General Navigation

4:18

Play video
Screener Module

2:17

Play video
Working with Dashboards

2:20

Play video
2021 Img Tutorials All

3:16