No. 529 May 15, 2020

ebroker: Portfolio Control

ebroker allows you, from the Portfolio Control module, to obtain three types of analysis according to the type of view:

  • Forecast: It shows us what is the portfolio forecast for the analyzed time interval of one or more companies.
  • Reception: It shows us the receipts of our portfolio that the company has not sent us or we do not know its status.
  • Policies without Receipt: This view performs a search for those policies, which, not being an application or being canceled, any of their receipts is not registered.

 You just have to go to ... 

Administration> Management Control> Portfolio Control. 

 

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