Investments Dashboard Analysis

Screen ID: 

Screen Title: 

Panel Number:

UKINVS-02

Investments Dashboard Analysis

6784

 

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Access this window by selecting the Analysis (F15) feature in the Investments Dashboard.

Screen Overview

This screen provides a wealth of information for your credit union's investments, ranking the Top 3 facts for each of the sub-headers, plus the currently market value and percent of total investment.

 

What Can I Do Here?

  • To view information on investments maturing in the current month, select the spyglass  to view information such as current market price and total, rate, and maturity date.

  • Select any spyglass in the Key Facts section to view information related to the section header.

  • To view information on investment maturity, select the Maturity (F16) button.

 

Visual Analytics Tools (VAT)

  • Select any chart graphic to view a VAT chart or graph of the selected information (right-click the chart to copy/save to your board report!)

  • Select any copy graphic to copy the selected information to the clipboard to be pasted in a document.