Tops/flops - clients
The "Tops/flops - clients" widget shows the 10 top total assets of the managed clients. In the table, you see the "Client", "Assets", "Performance" and "Benchmark" columns. In the parameters, you can also select the "Flops". In addition, you can switch back to the top performers..
By clicking the names in the "Client" column, you go directly from the global dashboard to the corresponding holder dashboard.
Element | Description |
---|---|
Client group | All client groups are shown by default. |
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 | In this drop-down list, select a different currency for the analysis, 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. |
Number of portfolios | The 10 most successful portfolios are listed by default. If necessary, enter a different number in the input field. |
Criterion | From the drop-down list, select "Assets" or "Performance". |
Mode | From the drop-down list, select "Tops", "Flops" or "Tops/Flops". In the "Tops/Flops" mode, the list is divided in the best and worst performing assets. For example, for the "Number of portfolios", the five risers are followed by the 5 flops (if 5 or more portfolios exist in the managed client groups) in the default setting. |
Minimum volume | By default, all analysed portfolios are displayed (within the limit specified above in "Number of portfolios") To exclude portfolios with small asset volumes, enter the minimum volume. |
Confirm your configuration by clicking the "Apply" button.