Overview of Features in the Overview Tab

The Overview Tab in the portfolio settings provides a comprehensive summary of the portfolio's key aspects. Below is a detailed breakdown of the features and information available in this tab:

1. Portfolio Identification:

   • Name: The portfolio's name is displayed prominently, indicating its specific purpose or category.
   • Currency: The default currency used in the portfolio, typically euros or dollars, is specified. This is important for financial tracking and reporting.

2. Portfolio Composition:

   • Type of Assets or Financial Instruments: This section details the types of assets included in the portfolio, such as depository receipts or other financial instruments. For instance, it may mention specific types of contracts like the "deed of transfer," which is a standard default contract generated for every transaction.

3. Transaction Management:

   • Payment Deadlines: Users can set deadlines for transactions. If a transaction is not completed within the specified time, it can be automatically canceled. This feature is useful for managing the purchase of depository receipts and ensuring timely payments.

4. Participation Details:

   • Participants: Information on who is involved in the portfolio, including how many participants there are, is available.
   • Quantity of Pieces: This shows the number of pieces or units within the portfolio, providing a clear view of its scale.

5. Additional Information:

   • Description: This section offers a detailed description of the portfolio. It often includes the number of shares represented by the depository receipts and other relevant details about the portfolio's makeup.

6. Underlying Portfolio and Pricing:

   • Underlying Portfolio: For depository receipts, the overview tab will specify the underlying portfolio of normal shares. The value of these shares affects the price of the depository receipts.
   • Ratio: This indicates the number of depository receipts issued per share. A common ratio is 1:1, but it can vary depending on the share price and the need to offer smaller units. For example, a 1:10 ratio would mean that each share corresponds to ten depository receipts.

7. Tax Considerations:

   • The overview may include suggestions for working with large quantities of depository receipts, especially if the aim is to keep the unit price low and accessible.

This tab serves as a central hub for administrators and other users to get a quick and detailed understanding of the portfolio's structure, content, and rules.