How to check whether the portfolio is static or dynamic.

If you want to check afterwards whether one of your existing Shield portfolios is a static or dynamic portfolio - you will find instructions in this article.

1. In Shield under https://shield.amalyze.com/ Analyses & Portfolios > Portfolios.

(See screenshot below):

Bildschirmfoto_2020-04-24_um_16.57.09.png

2. Now click on - Add filter - to be able to query the portfolio concerned in the data table with one of the available filters.

(See screenshot below):

Bildschirmfoto_2020-04-24_um_16.57.34.png

(In diesem Beispiel Filter - Status: aktiv).

(See screenshot below):

Bildschirmfoto_2020-04-24_um_16.58.08.png

3. With a click on the three action points - on the very left of the data record, a
drop-down menu with the option - Edit Recipients.

If you click on this - the further information of the portfolio will appear, with under the information - whether it is a static or dynamic portfolio. 

 

(See screenshot below):

Bildschirmfoto_2020-04-24_um_16.58.42.png

The following slider indicates this

Static Portfolio

(See screenshot below):

Bildschirmfoto_2020-04-24_um_16.59.28.png

 Dynamic portfolio.

(See screenshot below):

Bildschirmfoto_2020-04-24_um_16.59.44.png

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Additional keywords: static, dynamic, portfolio, check, portfolios, static, dynamic.

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