HIMIPref™ User Manual
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 Portfolio Account Name

The Account Name may be typed directly into the appropriate edit box of the portfolioInputBox.

Any letters or numerals may be part of the name, which has a maximum length of 50 characters.