By default, all input columns (with the exception of the three columns—Amortization Type, Amortized By and the Percentage/Amount columns) and all result columns are displayed in the horizontal view of the Portfolio page. However, you can then customize which inputs and results are displayed.
You do this using the Settings window (see Customizing SDX Interest Rates) > Horizontal Portfolio Display tab.
For more information on the horizontal view, see Changing the Portfolio’s Orientation Between Vertical and Horizontal.
For information on changing the number of instruments displayed in the horizontal view, see Customizing Your Default Settings.
To customize the horizontal view of the Portfolio page:
| 1. | Access the Settings window (see Accessing the Settings Window). |
| 2. | From the View Profile Settings dropdown list select the profile you want to see the settings for. |
| 3. | Click the Horizontal Portfolio Display tab. |
| 4. | Make any changes to the inputs and results as required. |
| 5. | If you are in: |
The SD profile you can save these changes to your MyProfile profile (by clicking the Save as MyProfile button and then clicking Yes) or to a public profile (by clicking the Save as Profile button, entering a profile name and user group, and then clicking Save and then OK).
A public profile you can save these changes to your MyProfile profile (by clicking the Save as MyProfile button) or to the current public profile (by clicking the Save as Profile button and then Save and then OK).
Your MyProfile profile you can only save these changes to your MyProfile by clicking the Save as MyProfile button and then clicking Yes.
The changes are saved.
| 6. | If you want to immediately apply the changes you have made to the current window, click Yes. The changes are applied. |