Siebel Wireless Administration Guide For Financial Services > Using Wireless Banking and Brokerage > Portfolio >

Working with Holdings Details

When you drill down on a particular holding, the Detail view displays the details about the selected holding. Table 15 shows the fields that are displayed on the Detail view.

Table 15. Holdings Details
Field
Contains
Security Name
The name of the holding.
Price
The current market price of the security.
Quantity
The number of shares (or other units) in the portfolio.
Amount
The value of the shares, equal to price multiplied by quantity.
Category
The type of investment, such as common stock, money market account, and so forth.

Information related to securities, such as the security name, the price, and the category can be set in the Siebel eFinance Securities screen. Information related to a specific investment account and holding can be set in the Siebel eFinance Financial Accounts screen.


 Siebel Wireless Administration Guide For Financial Services
 Published: 18 April 2003