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Parameters of the income statement

You can use these parameters to specify which criteria are to apply to the income statement.

The parameters in detail:

Parameters

Description

Start date

Enter the start date for the income statement 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.

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

Currency

If necessary, select a different evaluation currency here.

The default setting is the currency from the properties of the input object (holder, portfolio, securities account).

Consider expenses

Activate this checkbox if expenses are to be taken into account in the calculation.

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