Objects
In the Infront Portfolio Manager , all data visible to the user on the interface is described by textual expressions (formulas). The formulas or expressions do not reflect the graphical representation or formatting of the data, but only the content. For example, each column of a table is assigned a formula that is evaluated for all input objects, i.e. it defines the content of each table field. The same applies to trading systems, filter conditions or price trends in charts. This ensures great flexibility in the preparation and evaluation of raw data.
The MM-Talk language is purely applicative, i.e. it is used to link individual objects to form new objects.
An MM-Talk object is, in general terms, a specific combination of properties and content. A typical object is, for example, a security with its various properties and contents (the name, the sector, the current profit estimate, the subscription ratio, etc.). Another object is a time series in which the prices for a date are summarized.
You can query the properties and contents of the MM-Talk objects, e.g. the WKN for a security, the price of a time series on a specific date, the purchase limit for a limit object, etc.
The MM-Talk objects can be divided into four classes:
- Simple value objects (numbers, character strings,...)
- Data objects (e.g. securities, price time series) for accessing database content
- Management objects (e.g. folders)
- Auxiliary objects (e.g. signals, arithmetic time series)
To be able to create meaningful formulas, you need to know which functions can be applied to which object types. It is possible, for example, to apply the formula "WP" to a folder, in which case you will receive a list of the securities it contains. However, if applied to a number object, the "WP" function would return an error object.
All MM-Talk objects are organized hierarchically, e.g. a share or bond is also a security. As a general rule, all functions that are available for an object type can also be applied to all object types that are subordinate to this object type. The "WKN" function can be used for the "Security" object type, for example. The object types "share" and "bond" are subordinate to the object type "security" in the hierarchy, so the "WKN" function can also be used for shares and bonds.
In addition, there are other functions that are only defined for individual, subordinate object types (e.g. the "Term" function for bonds).
The following graphic gives you an overview of the hierarchy of the most important object types. You can find out which individual functions are available for an object type at MM-Talk reference.
MM-Talk-Objekte
MM-Talk object | Related objects |
|---|---|
Default | |
Error | |
Constant | Appropriateness test result, investment planning transaction type, bond type, distribution type, exercise type, selection type, barrier type, basis type, range status, special investment type, block order type, federal treasury note type, cash flow type, clearing status, compliance type, corporate action type, date type, definition status, DMI type, Cost calculation type, success interval type, marital status, field data type, fill status, gender, moving average type, grouping type, interested party rating, interested party status, interval type, investment agent type, kickback type, combined transaction type, account interest type, consolidation type, customer classification type, Price type, limit price type, line type, market mode, surface object type, option basis type, warrant type, option strategy type, option type, order execution type, order limit type, order status, order expiry type, order proposal status type, performance calculation type, period formula type, person link type, portfolio segment type, Rating type, Return formula type, Reporting frequency type, Risk class type, Treasury type, Scale type, Speculation type, Sorting type, Tax country, Tax system, Tranche tax type, Transaction type, Transmission action type, Verification status, Time series consolidation type, Zero bond type, Target market category match type, Interest rate interval type Sector, issuer, Fitch rating process, fund investment term, fund investment focus, depository, country, market segment, Moody's rating process, nominal value, place, S&P rating process, lock, vwd class, currency, WM sector, certificate type |
Value | Boolean values, number, →numberwithtime, →numberwithtimeandcurrency, string, index string, date/time |
Time series | Price time series, trading system, trading system valuation |
Distribution | |
BookEntry (transaction) | |
Order proposal | |
Combined transaction | |
Depot valuation | Position, SpecialInvestment, AssetAllocation, Cash flow, PortfolioSegment, Tranche, TaxTranche |
Portfolio success | |
Deposit income | |
PerformanceComponentConfig | |
PerformanceCalculationInfo | |
Revenue_Transaction | |
Asset | AssetValued, AssetWPList, AssetItemWeighted |
Address | |
Tax calculation line | |
Bank | |
PortfolioProfiles | |
Benchmark history | |
Limit | |
Signal | |
Trading phase | |
Kickback | |
CorporateAction | |
StockInfo | |
Lock | |
LockInfo | |
Batch | |
ValueAtRisk | |
BondPortfolio | |
Security position | |
Cash | |
Simulation specification | |
ScenarioPortfolioValuation | |
ScenarioPositionsValuation | |
Investment module | |
InvestmentPortfolio | |
InvestmentItemModule | |
InvestmentAgent | |
RBA portfolio | |
RBAPortfolioItem | |
RBARestriction | |
AssetSecurity | |
Option strategy | Trading position, option strategy, option strategy valuation |
Tick | |
Yield | |
Factor | |
Chart drawing | |
Alert | |
OrderBookOrder | |
OrderInformation | |
PlaceOfTrade | |
Activity | |
Person | |
Investment proposal | |
Audit result | |
Consulting process audit | |
Advisory audit input | |
Securities | Share, bond, subscription right, foreign exchange, fund, future, participation certificate, economic date, option, warrant, index, certificate |
Folder | Filter Monitoring definition
Signal control Depot, →Order commission scheme Account Group Portfolio, →Caretaker, →Portfolio profile, →Portfolio version Owner, →Owner appointments Interested party |
Siehe auch: