Folder Monitoring loss thresholds Portfolio

Module "Portfolio Service Extended Portfolio Analysis"

The report folder "Portfolio loss threshold monitoring folder" contains the "Portfolio loss threshold notification report". The actual monitoring of the loss thresholds takes place in the report folder: The preformula checks for portfolios whether their defined limits have been breached and then generates the reports.

You can also change the standard report folders like other templates and adapt them to your needs. If necessary, read the section Edit template properties.

Preformula of the "Portfolio monitoring loss thresholds portfolio"

The preformula of the report folder "Portfolio monitoring loss thresholds" checks for portfolios or their portfolio versions whether their defined loss thresholds have been breached and then generates the reports.

The preformula looks as follows by default: