Parameters of the "Monitoring risk profile" evaluation
Module "Portfolio Service Extended Portfolio Analysis"
The "Monitoring risk profile" evaluation contains 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 global evaluation date entered in the input field on the "Start" tab. |
Currency | Currency in which the evaluation is calculated. The default setting is the default evaluation currency of the input object (e.g. the portfolio). |
Level | In this selection list, choose whether monitoring should be carried out at holder, portfolio or custody account level. The default setting is "Portfolio". |
General information on the parameters can be found in the section Parameters of the securities account evaluations.