Performance contribution parameters

Start date

Start of the evaluation. Enter the start date e.g. 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 currency from the properties of the input object (holder, portfolio, securities account).

You can also specify a different currency for the overview by selecting the desired currency from the list.

Segmentation

Select the desired segment from the selection list. Segmentation as described above in the section Segment performance .

The default setting is segmentation by asset classification.

Classification

From all the asset classifications created, select the one according to which the items are to be categorized.

You can find out how to create your own asset classifications in the section Create new asset classification.

The "Asset class" classification is selected by default.

Take account of account balances

Activate the checkbox to take account of the account balances and the asset components (special investments) when weighting the segments.

Activated by default.