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You obtain ratio values from external databases of industry
standards.
To add a standard portfolios:
Select Portfolio
Management.
The Portfolio Search screen appears. Select Create
New Portfolio.
The Portfolio Definition screen appears. From the Type
field, select Standard Financial.
The screen refreshes to display only the relevant fields for the Standard
Financial portfolio type. Enter information
for the portfolio, and click Save.
To add ratios,
click Add Quarter.
The Portfolio Details screen displays the fields for the ratios. From the Year
and Quarter fields, select the appropriate year and quarter for the ratios
you are entering. Enter the values
for the ratios, and click Save. |
