Calculate YTM and Modified Duration

Prerequisites 

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

 

 Get Access to Finmars 

 Link with Finmars ID 

 Install PMS Core or PMS Plus add-on 

 How to Import Files in PMS Core and PMS Plus 

 

 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: 

 

 You made manual edits in the data that will affect YTM and Modified Duration - this WILL NOT be automatically recalculated; 

 You unchecked calculation options in the PMS Core/PMS Plus and/or other add-ons and/or pipelines;  

 

 Calculate YTM and Modified Duration 

 

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

 

 

 Fill in parameters according to their info ( "i" icon close to the parameter's name).  

 Click Run . 

 Confirm parameters and click Run  again. 

 

 

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

 

 

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