Investments Dashboard Analysis
Access this window by selecting the Analysis (F15) feature in 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 the Maturity (F16) button.
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.