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Parameters of the "Monitoring data status" evaluation

Module "Portfolio Service Extended Portfolio Analysis"

The "Monitoring data status" has the following parameters:

ParametersDescription

Show deactivated depot objects

Activate this parameter to also display the securities accounts and accounts deactivated on the evaluation date in the table.

Evaluation date

Evaluation date of the evaluation, which you can enter in the form dd.mm.yy, for example.

The default setting is the current date or the evaluation date entered in the input field on the "Start" tab.

General information on the parameters can be found in the section Parameters of the securities account evaluations.

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