Restriction monitoring parameters (with comments)
Module "Portfolio Service Extended Portfolio Analysis"
You use these parameters to specify which criteria should apply for the "Restriction monitoring (with comment)" evaluation. The details can be found in the following table. If you do not make any entries, the default settings are assumed.
The "Restriction monitoring (with comments)" evaluation has the following parameters:
| Parameters | Description |
|---|---|
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 | 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. |
General information on the parameters can be found in the section Parameters of the securities account evaluations.