"Performance history" client widget
Similar to the "Performance chart" analysis in Infront Portfolio Manager, the "Performance history" client widget shows the development of the portfolio over the course of time. The vertical axis shows the client's performance in percentage in the specified interval.
Element | Description |
---|---|
Start date | Enter the start date for the analysis, if necessary. |
Currency | Select here another currency, if necessary. |
Calculation method | Select the calculation method for the performance:
For more information on the calculation methods, see the online help of Infront Portfolio Manager. |
Interval | Select whether to calculate from one day to the next (daily), quarterly or for some other interval. The following settings are available:
|
Benchmark | To select a benchmark for comparison and display it in the chart, click the "Search" icon that opens the security search. |
Confirm your configuration by clicking the "Apply" button.
Example: "Performance history" client widget with benchmark and annual calculation
Point to the chart graph to display the name, value and price date (also possible for displayed benchmarks).