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HIMIPref™ User Manual

Index

User Data

Creating a Portfolio

	Input Screen
	Set Name
	Set Number
	Set Tax Rate
	Set Commission
	Set System Constants
	Set Opening Date
	Set Swap Issues
	Set Portfolio Constraints
	Defining Holdings

Editing a Portfolio

Evaluating a Portfolio

Evaluating Performance

Trade Input

Trade Recommendations

Issue Evaluation

Creating a Portfolio

Setting the System Constants ID

When the "Set" button next to the "systemConstantsID" edit box on the portfolioInputBox is clicked, the systemConstantsSelectionBox is displayed.

Highlighting an entry on the list and clicking the "Details" button will display the analyticalParametersReportBox

Highlighting an entry on the systemConstantsSelectionBox and clicking "OK" will set the reference on the portfolioInputBox to the desired selection.

Important: Full parameterization has been completed only for the issueMethod with a tax-rate equal to that of the highest marginal rate in Ontario; institutional/discount commission rates specified in the commissionDataRecord; two separate sizes of portfolio are listed. Parameterizaton for the portfolioMethod will be released in the near future; parameterization for "retail" commission rates will be released somewhat later.