Finder owner extended
Use the "Finder holder extended" to filter or search your managed customers according to individual criteria regarding their assets.
The "Finder holder extended" is stored on the "Finder holder" worksheet in the open workspace of the Finder for securities account management.
You open the "Finder owner extended" via the command FINDER INHABER in the menu of the Finder icon "Depot objects" on the "Start" tab.
Then switch to the "Finder holder extended" worksheet in the workspace.
In detail, the "Finder owner extended" contains the following columns:
- Holder
- Holder number
- Performance current year
- Assets
- Liquidity
- Equity capital
- Purchase price
- Market value
- Accrued interest
- Interim profit
- Fixed-term deposit
- Credit
- Data status
You can use the parameters to select a different evaluation or start date for calculating the values.
For further details on the individual values, please also read the section on the statement of assets.