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?
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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.
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Select any spyglass in the Key Facts section to view information related to the section header.
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To view information on investment maturity, select the Maturity (F16) button.
Visual Analytics Tools (VAT)
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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!)
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Select any copy graphic to copy the selected information to the clipboard to be pasted in a document.