Assign loss thresholds to portfolio versions

Portfolio Service Scheduled Reporting" module

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

1. Select the portfolio in the Explorer with the right mouse button and open the master data of the portfolio via the PROPERTIES command in the context menu.
2. In the "Portfolio properties" dialog box that appears, select the desired portfolio version in the version history.
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 confirm the entry with "OK".
   The portfolio version is now assigned this loss threshold, which can be monitored using the evaluation Monitoring loss thresholds Portfolio .
   Proceed in the same way to set a loss threshold for individual securities of the "Leveraged product" type in the portfolio using the "Securities loss threshold" input field.

Of course, you can assign the loss thresholds to newly created portfolios directly when configuring the portfolio versions. Please read the sections Portfolio properties and Working with portfolio versions.