Investments Dashboard Analysis

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UKINVS-02

Investments Dashboard Analysis

6784

 

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Access this window by selecting Analysis on the Investments Dashboard.

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,

  • 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 Maturity.