Parameters of the "Monitoring MLA capital movements" evaluation
Module "Portfolio Service Extended Portfolio Analysis"
The "Monitoring of MLA capital movements" contains the following parameters:
| Parameters | Description |
|---|---|
Selection of transaction types | Select here which transaction types are to be displayed in the table. The following options are available to you:
|
Start date | Start of the evaluation. Enter the start date in the form dd.mm.yy. The default setting is the beginning of the current year. |
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. |
Currency | Evaluation currency. The default setting is the default evaluation currency, which you set in the global settings. You can also specify a different currency for the overview by selecting the desired currency from the list. |
General information on the parameters can be found in the section Parameters of the securities account evaluations.