The combination of graphs and subsets allows a virtually unlimited number of cross-sectional portfolio views. Graphs can show either the percentage of the portfolio or the principal amount in dollars. S MART can also furnish averages, standard deviations and moving averages on historical yield spreads. The Security Yield Comparison graph shows the historical yield trend of your money market instruments. S MART stores yield and price history at each market evaluation date, and keeps a rate history for each variable rate security.
Results are available on graphs or in reports.
S MART tracks trends between dates which you select, calculates the basis point spread and derives the standard deviation, average and moving average all with single keystrokes. S MART also displays trends of portfolio-level data such as portfolio average maturity, yield, dividend contribution and others. Having this information at my fingertips would be an immeasurable help to me. Results are available by security and as a portfolio summary. S MART also displays an optimized sale order list for relating unrealized losses to distribution yields.