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End Date: Can use Existing Calculated Data or Historical Saved Data for comparison against Compare Date:

  • The Historical check box in Settings page is used to determine if you want to use Existing Calculated Data or Historical Saved Data for P/L comparison. This means that if you have saved the historical data for the specific End Date, you may:

    • tick the Historical check box to use historical saved data to compare against Compare Date data

    • untick the Historical check box to use existing calculated data to compare against Compare Date data

  • If historical data is not available (no data is saved for the specific End Date), the respective CHG will remain as empty or 0 or the app will display a message (NO VALID OPEN POSITIONS).

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