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 Overal Trends analysis in your customer account
Navigate to the Analysis & Reporting Application
- Log in to your Fairways Debt account, e.g. https://login.financeactive.eu.
- Select a customer account.
- Navigate to Applications > Analysis & Reporting.
Generate an Overall Trends Analysis
- Navigate to Analyses.
- Click Overall Trends.
- Configure the analysis settings.
|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.|
The Overall Trends analysis updates following the selected settings.