Assign loss thresholds to portfolio profiles

Portfolio Service Scheduled Reporting" module

To assign a loss threshold to a portfolio profile, proceed as follows, for example:

1. On the "Data maintenance" tab, select the PORTFOLIO PROFILE command in the "Manage objects" icon menu.
2. In the "Manage portfolio profiles" dialog box that appears, select the desired portfolio profile from the list of profiles on the left-hand side.
3. Switch to the "Reporting" mini-tab in the middle of the dialog window.
4. Enter the desired threshold as a number in the "Portfolio loss threshold" input field, e.g. "8.00" for 8%, or select the value using the arrow symbols and save the entry with the "Save" button.
5. Then close the "Manage portfolio profiles" dialog box with the "Close" button.
   Proceed in the same way to set a loss threshold for individual securities of the "Leverage product" type in the portfolios with this portfolio profile using the "Securities loss threshold" input field.