Calculate data for Mobile/Dashboards

Prerequisites

We assume you have all prerequisites you may need, including:

1. Get Access to Finmars
2. Link with Finmars ID
3. Install PMS Core or PMS Plus add-on
   
4. How to Import Files in PMS Core and PMS Plus
5. How to Do Calculations for YTM and Modified Duration
6. How to Do Calculations for Performance (Modified Dietz)
   

When to use

It's expected that all calculations are run by respected workflows and or pipelines, but sometimes there is a time you need to run it manually, the most frequent cases are:

1. You made manual edits in the data - this WILL NOT be automatically recalculated;
2. You unchecked calculation options in the PMS Core/PMS Plus and/or other add-ons and/or pipelines; 

Calculate data for Mobile/Dashboards

1. Go to Add-ons -> PMS here go to the Helper tab and open Calculate Portfolio History section.
   

   

2. Fill in parameters according to their info ("i" icon close to the parameter's name). 
   
3. Click Run.
4. Confirm parameters and click Run again.
   

   

5. In the right frame you will have execution info, click Refresh to get updates.
   

   

6. Refresh and read Log and wait for Result. See successful run example below: