"Change in value" client widget | Infront Advisory Solution

For each position, you see in the "Change" column the development since the specified start date and the absolute change in the "Amount" column in the selected currency.

The division of the positions in "Unrealised profit securities", "Realised profit securities", "Income and expenses", "Foreign exchange profit account" and "Change in value" corresponds to the right side of the "Performance report".

In edit mode, you have the following setting options when you click the "Configure" icon in the "Change in value" client widget.

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.
Profit over period	Selected by default. Clear this checkbox to also take average purchase prices into account when determining realised or unrealised profits.

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.

Profit over period

Selected by default.

Clear this checkbox to also take average purchase prices into account when determining realised or unrealised profits.

Confirm your configuration by clicking the "Apply" button.