Overall Trends

The Overall Trends analysis in Fairways Debt shows the spot value of a predefined set of indicators, on the analysis date and at previous dates using a selected frequency.

 

Prerequisite

 

Navigate to the Analysis & Reporting Application
  1. Log in to your Fairways Debt account, e.g. https://login.financeactive.eu.
  2. Select a customer account.
  3. Navigate to Applications > Analysis & Reporting.

 

Generate an Overall Trends Analysis
  1. Navigate to Analyses.
  2. Click Overall Trends.

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  1. Configure the analysis settings.
Field Description
Market Date Analysis date.
Currency Currency in which the analysis data displays.
Filter Refine to include relevant data in the analysis.
Frequency Display data following a frequency starting from the selected market date.
Include Derivatives Include/Exclude derivative transactions.
Tags for Simulated Portfolio Filter by tag(s) applied to the simulated portfolio.
Market Scenario Simulate how data would look based on different values.
FX Rate Scenario Apply a simulation using custom Forex rates.

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The Overall Trends analysis updates following the selected settings.

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