Segment performance

Module "Portfolio Service Extended Portfolio Analysis"

Segment performances are determined by breaking down the overall performance of a portfolio into partial performances of individual portfolio segments.

Only the securities held in a portfolio are considered.

This can be divided into segments according to the following criteria:

Holder

useful for evaluation via groups

Depot

useful for evaluation via groups or owners with several securities accounts

Asset class

corresponding to the user-defined field of the same name

Region

corresponding to the user-defined field of the same name

Industry segment

according to the user-defined field "Segment"

Currency class

corresponding to the user-defined field of the same name

Position

Securities position

Security type

according to securities master date

Country

according to master date

Industry

according to master date

Currency

according to master date