Parameters of the "Asset status" evaluation

The parameters of the "Asset status" report largely correspond to those of the balance sheet.

Use the "Consolidation level" parameter to choose between different consolidation levels via a selection list. Use this to specify whether the input object is to be broken down into holders, portfolios or securities accounts.

You can also use the "Start date" parameter to specify the start of the evaluation. The default setting here is January 1 of the current year.