PORTAX Software > Inputs > Periods Editor

The Periods Editor contains 10 different fields to control the periods in a portfolio.  Some of the key fields include:

Cash Inflows

This is the cash inflow or portfolio investment for each period.

Cash Outflows

This is the cash outflow or portfolio expenditure for each period.

Inflation Rates

This is the inflation rate for each period.  The inflation rate may be used for adjusting cash flows in future periods and as a present value discount factor.

Percentage Flow

This is a percentage based on the percentage type to create cash inflows or outflows for each period.

Percentage Type

This is the basis for percentage flows such as market value or net income.  For example, you can create a spending stream of 5% of market value in each period.

                

PORTAX Periods Editor

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