PORTAX Software > Inputs > General Editor

The General Editor contains 17 different fields to control overall setup of a portfolio.  Some of the key fields include:

 

Number of Assets
This ranges from 1 asset to 100 assets.  The assets can be individual holdings or asset classes.

 

Number of Periods
This ranges from 1 to 120 periods.

 

Periods Per Year
This ranges from 1 for Annual to 365 for Daily. The daily option includes a companion Day Calendar to select active days in a two year window.

 

Default Tax Authority
PORTAX has internal tax tables for the top marginal tax rates for over 50 countries including states, provinces and selected municipalities.  Additionally, a user can select customized, time varying tax rates.

 

         

PORTAX General Editor

Click on image to enlarge ...

Home Currency
This sets the currency used for the Inputs Editors and PORTAX calculations.