7.1.5.1 Summary Metrics

The first row presents the latest as-of date position for the selected portfolio, together with the change versus the most recent prior as-of date within the selected period.

Table 7-3 Summary Metrics

Widget	Description
Total Transfer Rate Charge/Credit	Sum of portfolio-level Transfer Rate charge/credit, with variance versus the prior as-of date.
Total Liquidity Rate Charge/Credit	Sum of portfolio-level Liquidity Rate charge/credit, with variance versus the prior as-of date.
Total All-in TP Rate Charge/Credit	Sum of portfolio-level All-in TP Rate charge/credit, with variance versus the prior as-of date.
Average All-in TP Rate	Portfolio-level Average All-in TP rate, with variance versus the prior as-of date.
Number of Accounts	Total account count on the latest as-of date, with variance versus the prior as-of date.

Figure 7-3 Summary Metrics and Rate/Charge Trend Charts