Performance development of securities
The "Performance development of securities" evaluation is a table that analyzes the price performance for all securities of the input object (e.g. a folder or filter from the Explorer).
You can find the "Securities performance development" evaluation in open workspaces (e.g. folders or filters) on the "Securities" worksheet.
Take the following information from the individual columns of the performance development securities:
Column | Description |
|---|---|
Name | Designation of the security. |
WKN | Security identification number of the security. |
Close | The development of the close price in the set evaluation period. By default, this column is displayed as thumbnails. If necessary, read the section Edit tables. |
Performance current period | Percentage performance of the close price in the current period. (Close / Close start of period - 1) |
Performance last period | Percentage performance of the close price in the period prior to the current period. |
Performance penultimate period | Percentage performance of the close price in the penultimate period. |
Maximum deviation from GD | The maximum deviation from the moving average achieved in the evaluation period. The parameter "Period length (days)" is also used here to calculate the GD. The default setting is therefore the GD 200. Please also read the following subsection 44598265. |
WP has warrants | This column returns "yes" if this security is the underlying for warrants. |
WP has options | This column returns "yes" if this security is the underlying for options. |
Sales month | The monthly turnover in this security [divided by 1000]. |
Security no. | The Swiss security number from the master data of the security. |
MMWKN | The MMWKN from the master data of the price quotation (standard valuation place). |
To edit Tables , read the chapter of the same name if necessary.
Performance parameters for securities
The performance development of securities has the following parameters:
Parameters | Description |
|---|---|
Period length (days) | Enter the desired number of days for the evaluation periods here. The default setting is 200 days. |