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 Tax Schedule ID

When the "Set" button next to the "Tax Schedule" edit box on the portfolioInputBox is clicked, the taxRateScheduleSelectionBox is displayed.

Highlight the desired taxRateSchedule and click "OK" to have this datum posted to the portfolioInputBox.

If none of the available taxRateSchedules are suitable for the account being defined, please contact the administrator. A custom schedule will be set up to your specifications.

Important: As of July, 2005, parameterization of non-taxable attributes had not been completed. Therefore, while HIMIPref™ will be able to calculate attributes for the issues in the universe, the valuation of these measures (and hence, the trades indicated when applying the valuation), cannot be considered reliable.