Skip to main content

"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")

You can configure the following settings of the "Performance/risk class" widget after clicking the "Configure" icon.

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:

  • Classic
  • Internal rate of return
  • Time-weighted (default setting)
  • Time-weighted cum. EC

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.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.