Siebel eFinance Guide > Households > End-User Procedures >

Viewing and Evaluating Household Portfolios

End users can use the Financial Accounts view tab to view a household's portfolio information from a number of different perspectives:

NOTE:  These views are virtual business components and need to be configured before they can be used. For more information, see Setting Up Household Financial Accounts Virtual Business Components.

To select a financial account associated with a household

  1. Navigate to the Households screen.
  2. From the Show drop-down list, select My Households.
  3. In the Households list, select a household.
  4. Click the Financial Accounts view tab.
  5. In the Financial Accounts list, select the Aggregated Select field for the accounts you want to select.

    NOTE:  You can also click Select All to select all accounts, or click Select None to clear all accounts.

To view aggregated holdings for a financial account

  1. Select the financial accounts. (See To select a financial account associated with a household.)
  2. In the Financial Accounts list, click Generate Holdings.

    The Aggregated Holdings list appears, displaying all holdings in the selected account by asset class, such as securities, mutual funds, or bonds. Selecting a specific asset class in the Aggregated Holdings displays the individual positions in the Holdings subview.

To compare account holdings against a portfolio model

  1. Select the financial accounts. (See To select a financial account associated with a household.)
  2. Click the Class Allocation subview tab.
  3. In the Financial Accounts list, select a portfolio model from the drop-down list and click Go.

    The Class Allocation list and model and actual holdings charts appear.

To view the selected account holdings by sector

  1. Select the financial accounts. (See To select a financial account associated with a household.)
  2. Click the Sector Allocation subview tab.
  3. In the Financial Accounts list, select a sector from the drop-down list and click Go.

    The Sector Allocation list appears, displaying the account holdings by sector, enabling the user to view the degree of portfolio diversification versus the selected model portfolio.

To view expected future cash flows for selected accounts

  1. Select the financial accounts. (See To select a financial account associated with a household.)
  2. Click the Cash Flow subview tab.
  3. In the Financial Accounts list, click Generate Cash Flow.
  4. In the period filter, select the period for which you want to view cash flows and click Go.

    The Cash Flow subview displays an estimate of the amount of cash that may be available for future investments.

To view selected accounts' past performance

  1. Select the financial accounts. (See To select a financial account associated with a household.)
  2. Click the Performance subview tab.
  3. In the period filter, select the period for which you wish to view an account's performance and click Go.

    The Cash Flow list appears, displaying how the account performed over time.


 Siebel eFinance Guide 
 Published: 20 October 2003