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.
- Contact your Finance Active consultant to enable the Overall Trends analysis in your customer account
Navigate to the Analysis & Reporting Application
- Log in to your Fairways Debt account.
- Select a customer account.
- Navigate to Applications > Analysis & Reporting.
Generate an Overall Trends Analysis
- Navigate to Analyses.
- Click Overall Trends.
- Configure the analysis settings.
|Currency in which the analysis data displays.
|Refine to include relevant data in the analysis.
|Display data following a frequency starting from the selected market date.
|Include/Exclude derivative transactions.
|Tags for Simulated Portfolio
|Filter by tag(s) applied to the simulated portfolio.
View the transactions with a future trade date.
|Simulate how data would look based on different values.
|FX Rate Scenario
|Apply a simulation using custom Forex rates.
The Overall Trends analysis updates following the selected settings.