Portfolio Management
The Portfolio Management Micro App (PortfolioManagementMA) is used to view investment account information such as cash balance, total value, unrealized P&L and unrealized P1%. You can review the investment account valuation and perform activities such as cash transfer and exchange currency. In addition, you can also access your holdings, transactions, account activity, orders and performance from your portfolio.
Prerequisites and Dependencies
| Prerequisite/Dependency | Details |
|---|---|
| Required Visualizer Micro App |
|
| Required Fabric Micro App |
Common:Authentication, and Arrangements Wealth : Portfolio Management |
| Front End Enterprise |
|
| Components Used |
|
| Fabric Engine |
Portfolio Management Visualizer App
The Visualizer app contains the required forms and associated artifacts bundled together in the Micro App architecture. The Visualizer App contains the following features:
- Portfolio Summary
- Account Info
- Asset Allocation
- Cash Accounts
- Portfolio Details
NOTE: This feature is applicable to Web Channel and Mobile Native channels of the digital banking application.
Portfolio Management Fabric App
The Fabric app contains the object services and APIs related to the following functionality:
- The Fabric app can be deployed on its own.
-
The functionality of the Fabric app is verified using the request/response payloads to ensure that the Fabric app supports standalone in a headless architecture.
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