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

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