Glossary Mode Terms
Understanding AssetView viewing modes including Active, Projected, Lifetime, and how they affect portfolio position calculations.
The following shows the positions included for each mode and the suffix used in the application to indicate the mode.
| Mode | Positions Included | Indicator |
|---|---|---|
| History | Closed positions up until now | H |
| Active | Open positions as of now | (blank) |
| Lifetime | Closed and open positions as of now | L |
| Active Projected | Open and projected positions through a projected date | P |
| Lifetime Projected | Closed, open, and projected positions through a projected date | LP |
Please see Modes for more information.
Glossary System Terms
Definitions of key AssetView system terms including parties, sources, accounts, assets, and portfolio management concepts.
Glossary Performance Terms
Definitions of AssetView performance metrics including MoM (Multiple on Money), XIRR returns, IRR, cash flow, and gain calculations.