HIMIPref™ User Manual
User Data
Creating a Portfolio
Editing a Portfolio
Evaluating a Portfolio
Evaluating Performance
Trade Input
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Select Dealer
Select Account
Select Custodian
Select Trade Date
Select Value Date
Select Instrument
Select Sale/Purchase
Select Trade Size
Select Trade Price
Select Commission
Applying the Trade
Trade Recommendations
Issue Evaluation

Trade Input


Commission Selection

It is necessary to specify in the tradeConfirmationDocument the total commission to be charged to the client as a result of the trade and paid as part of the settlement amount. The initial decision is made via a variant of the booleanInputBox:

The "Boolean Input Box" (Variant)

The choices are whether to calculate or input the commission.

If "Calculate" is selected, the commission will be calculated in accordance with the specifications of the commissionDataRecord specified in the portfolioDataRecord (see Setting Commissions, in this manual).

If "Input" is selected, the doubleInputBox will be displayed and the proper amount may be entered by filling in the edit box and clicking "OK"