SEE Finance Help

Index

Investment Bond Positions View

Investment Bond Positions View:

1. The "1" marker is just below the "Info" button that raises and lowers the bond positions info view (see marker "7").
2. The "2" marker shows the location of the bond positions table, which lists all the portfolio's bond positions that are between the selected start and end dates and abide by the "Hide Closed" selection.
3. The "3" marker is above the "Start" date picker, which lets you set the starting date for the positions shown in the positions table.
4. The "4" marker is above the "End" date picker, which lets you set the ending date for the positions shown in the positions table.
5. The "5" marker is above the "Hide Closed" date picker, which lets you hide closed positions in the positions table.
6. The "6" marker is above the "Total Market Value" text field, which shows the total market value of all your bond positions.
7. The "7" marker shows the location of the bond positions info view, which lists all kind of useful information about the selected bond in the bond positions table. Here you can change the bond's yield to maturity (YTM) or bond rating ("A", "AA", or "AAA"), therefore, deciding your required rate of return and market value for this bond.

Notes:

• In the position tables you can Control click the table to display the table's contextual menu with selections for setting the optional columns and column sorting.