"Performance/risk class" client widget
In two charts, the "Performance/risk class" widget shows the holder's performance and calculated risk class. The pointers allows you to quickly see the risk class and performance development. The exact values are given below the pointers.
If a risk class is specified for the currently selected holder (or portfolio) in the "Risk classification" user-defined field, then the risk class is also shown. In the image above: "RC 4": ("higher risk tolerance")
Element | Description |
---|---|
Start date | Enter the start date for the analysis, if necessary. The default setting is the 1st of January in the current calendar year. |
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. |
Minimum performance | Enter a different (percentage) value for the lower bound of the performance chart. The default setting is -50%. |
Maximum performance | Enter a different (percentage) value for the upper bound of the performance chart. The default setting is +50%. |
Confirm your configuration by clicking the "Apply" button.