Parameters of the "Equity monitoring" evaluation
Module "Portfolio Service Extended Portfolio Analysis"
Equity monitoring" contains the following parameters:
| Parameters | Description |
|---|---|
Start date | Start of the evaluation. Enter the start date 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 global evaluation date entered in the input field on the "Start" tab. |
Currency | Evaluation currency. The default setting is the default evaluation currency, which you set in the global settings. You can also specify a different currency for the overview by selecting the desired currency from the list. |
Calculation type | Performance calculation method. The default setting is "Time-weighted". If necessary, read the section Calculation of performance. |
General information on the parameters can be found in the section Parameters of the securities account evaluations.