Siebel Wireless Administration Guide For Financial Services > Using Wireless Banking and Brokerage >

Portfolio

Use the Portfolio view as a gateway to see holdings in each of your investment accounts, and to display detail information about those holdings.

When you select Portfolio from the Main Menu, your device displays the Portfolio view.

The Portfolio view displays the portfolio number, description, and current balance of the first few of your portfolios. The actual number of portfolios displayed depends on the configuration settings.

You can drill down to see the holdings in each portfolio displayed on the screen, and to see details about each of the holdings.

To display portfolio holdings and details

  1. Scroll to the portfolio for which you want to see details.
  2. Use the soft key to drill down.

    3. The Holdings view opens and displays the security symbol and current value for each of the holdings in the selected portfolio.

  3. Scroll to the security for which you want to see details.
  4. Use the soft key to drill down.

    5. The Detail view opens and displays the security name, the current price, the quantity, the amount (current value of the holding), and the category.


 Siebel Wireless Administration Guide For Financial Services
 Published: 18 April 2003