Infront Portfolio Manager

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.

PM_performance_development_securities_EN.png

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 Parameters of the performance development of securities.

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
[in 1000]

The monthly turnover in this security [divided by 1000].

Security no.
Unknown Attachment

The Swiss security number from the master data of the security.

MMWKN
Unknown Attachment

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

icon_parameter_filter_settings_EN.png You can use the parameters to edit the period length of the performance development securities. Display the parameters using the <CTRL>+<A> key combination or the "Show parameter and filter settings" icon.

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.