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Glossary
HIMIPref™ User Manual
Index
User Data
Creating a Portfolio
Editing a Portfolio
Evaluating a Portfolio
Evaluating Performance
Trade Input
Trade Recommendations
Issue Evaluation
HIMIPref™ User Manual
INDEX
User Data
Creating a Portfolio
Setting the accountName
Setting the accountNumber
Setting the tax Schedule ID
Setting the commission schedule ID
Setting the systemConstantsID
Setting the account opening date
Setting the desired swap issues
Setting the constraintsID
Trade Input
Change Letterhead
Select Dealer
Select Account
Select Custodian
Select Trade Date
Select Value Date
Select Instrument
Select Sale/Purchase
Select Trade Size
Select Trade Price
Select Commission
Applying the Trade
