Various actions can be performed for the symbol that is displayed in the detail view. Some actions are only available for certain security types and in certain views.

In order to perform an action, click on the arrow next to the symbol name  in detail view, and select the desired action from the list.

 

 Add to watchlist

 Add notification

 Add to portfolio

 Copy as RTD link

 Copy as text

 Download as CSV

 Download as RTF

 Open Live Factsheet

 Same category

 Same Investment Company

 Open in new browser window

 

Add to watchlist

 With the Add to watchlist  action, you copy the current symbol to a watchlist. See Personalized Watchlists.

Add notification

With the Add notification action, you create alerts (limits) for the current symbol. See Limits / Alerts.

Add to portfolio

With the Add to portfolio action, you copy the current symbol to a portfolio. See Virtual Portfolios.

Copy as RTD link

The Copy as RTD link action is available for the views Overview and Constituents (indices).

You can create RTD links for the current symbol, which can then be inserted into a Microsoft Excel table with the function Insert or with the key combination Ctrl + V. See RTD – Real-Time Data in Excel.

Copy as text

The Copy as text action is available for the views Overview, Times&Sales and Constituents (indices), as well as for news messages.

For the current symbol or the displayed overview list, the current stock data is copied to the clipboard. For news, the complete text of the news message is copied. You can insert this data in any program with the Insert or the key combination Ctrl + V.

Download as CSV

The Download as CSV action is available for the views Overview, Times&Sales and Constituents (indices).

For the current symbol or the displayed overview list, a CSV file is created which contains the current stock data.

Download as RTF

The Download as RTF action is only available for news messages.

For the displayed news message, an RTF file is created.

Open Live Factsheet

The Open Live Factsheet action is only available for certain symbol types (like stocks, funds, bonds or certificates).

For the current symbol, a PDF factsheet is created with master data and current stock data.

Same category

The Same category action is only available for funds.

In the Search area (left on the screen), a list of all funds is displayed which have the same category as the current fund.

Same Investment Company

The Same Investment Company action is only available for funds.

In the Search area (left on the screen), a list of all funds is displayed which have the same investment company as the current fund.

Open in new browser window

The current view is opened in a new browser window.

Instead of this action, you can also use the button  .