Setting Scenario Gap Indications

You can set Scenario gap indications in the Scenario Gap Indication dialog box.

To set scenario gap indications:

  1. Click Portfolio in the menu bar and choose Scenario Gap Indication. The Scenario Gap Indication dialog box appears.

    Note: The Scenario Gap Indication dialog box contains a Use values of Portfolio check box that is checked by default. This sets the scenario's indication values according to those set for the portfolio. Uncheck the box to set indication values that are specific to the current scenario of the investor map.

  2. Click the Sum tab and enter integer values in the sum indication fields for the current Scenario of the Investor map.
  3. Click the Balance tab and enter integer values in the balance indication fields for the current Scenario of the Investor map.

    Notes:

    • The Remove Indication button becomes enabled when you enter values into the indication fields. Click Remove Indication if you wish to clear these fields.
    • Check the Use Default Indication box to use default indication values.
  4. Click OK. The title bars of each bucket in the investor map are colored according to the sum or balance scenario indication values. For more information on viewing indications, refer to Gap Indications.

Related Topics

Gap Indications

Showing/Hiding Gap Indications in an Investor Map

Setting Portfolio Gap Indications



Legal Notices | Your Privacy Rights
Copyright © 1998, 2024

Last Published Tuesday, November 19, 2024