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


Sale or Purchase Selection

It is necessary to specify in the tradeConfirmationDocument whether the trade that is being input is a Sale or Purchase. This is done in a variant of the booleanInputBox

The "Boolean Input Box" (Sale/Purchase version)

To select the type of trade that is being input, simply click the corresponding button.