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COMBOPMSECT |
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COMBOPMSECT
Allows performance for a particular group of accounts to be combined into the COMBO account. Performance reports can then be run for the COMBO account.
- At the Portvue menu, type, COMBOPMSECT
The following will appear:
TO COMBINE ACCOUNT PERFORMANCES TEMPORARILY, (SNAM = 'COMBO'), SELECT THEM AT THE 'SEARCH FOR WHAT' LEVEL...
WHICH FILE:(M=MANUAL 01=AUTO TOTAL 02=EQUITY 03=FIXED INCOME 04=CASH)?
- Type in the performance sector to combine
The following will appear:
YOU HAVE SELECTED:
KASSDA JONESC
SURE YOU WANT TO COMBINE THESE ACCOUNTS ?
- To combine these accounts, type YES
The following will appear:
ENTER ACCOUNT TITLE FOR THIS COMBINED ACCOUNT (UP TO 40 CHARS:)
ACCOUNT TITLE:
- Type in a descriptive that will identify the accounts you sare combining
The following will appear:
ACCOUNT TITLE: >FUNCTION LOCATOR < OK ?
- If the title that will appear is acceptable, type YES
The following will appear:
YOU MAY NOW RUN ANY REPORT AND CALL THESE ACCOUNTS UNDER SNAM: COMBO