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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

 

Populating a Portfolio

Once a portfolio has been defined, it is necessary to populate it with cash and/or securities holdings in order that HIMIPref™ can recommend market action if desirable. There are two steps to this process, each having described elsewhere in the user manual: