HIMIPref™ User Manual
User Data
Creating a Portfolio
Editing a Portfolio
Evaluating a Portfolio
Evaluating Performance
Trade Input
    Change Letterhead
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


Changing Letterhead

The letterhead on the tradeConfirmationDocument may be changed via the "Edit Letterhead" command on the tradeConfirmationMenu|Input popup. Selection of this choice will display the advisorInputBox:

The "Advisor Input Box"

The desired information can be typed in the appropriate edit boxes on this dialog box; click "OK" to save the changes.

The input information is stored in the initialization.txt file in the userDirectory and may subsequently be viewed via the userSettingsReportBox:

The "User Settings Report Box"