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
Security type
according to securities master date
Country
Industry
Currency
