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Parameters of the attribution history report

Module "Portfolio Service Extended Portfolio Analysis"

In addition to the parameters described in the section Parameters of the standard reports , the following parameters are available for the "Attribution history report":

Parameters

Description

Interval

Select the desired interval for displaying the progressions from the selection list. The following time periods are available:

  • Total period
  • Annually
  • Half-yearly
  • Quarterly
  • Monthly
  • Weekly (default setting)
  • Daily

Segmentation

Select the desired segmentation from the selection list. The following settings are available:

  • Holder
  • Depot
  • Positions
  • Asset classification (default setting)

Classification

Select the desired classification of the segments from the selection list.

The default setting is classification by asset class.

You can find out how to show the parameters in reports in the section Setting the report parameters.

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