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 AccountNumber

When the "Set" button next to the appropriate edit box on the portfolioInputBox is clicked, HIMIPref™ will assign an account number to the portfolio.

Since portfolios input through the portfolioInputBox are always of the accountClassTye ACCOUNT_CLASS_PORTFOLIO, the first character of the account number will be 'H'. The remaining ACCOUNT_NUMBER_LENGTH characters will be digits representing the first unused sequential number available (starting from '1').