Parameters of the credit overview
The parameters of the credit overview:
Parameters | Description |
|---|---|
Evaluation date | Enter the desired evaluation date here. The default setting is the current date or the evaluation date selected in the input field on the "Start" tab. If no current prices are available for the specified date, the Infront Portfolio Manager searches for the last current price in the database (default), or sets "n/a" if no prices are available for the last 8 days. To change this setting, select the SETTINGS command in the menu of the "General settings" icon on the "Configuration" tab. In the "Settings" dialog box that appears, you can select the desired setting on the "Depot" tab in the "Asset valuation" field. |
Evaluation currency | The default evaluation currency from the input object (e.g. the holder) is set here by default. However, 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.