Computations

AssetView is a highly computative environment
A transaction rolls up into a lot, into an asset, and into an account
Overlaying that hierarchy is a collection of AssetView features such as asset class aggregations and attribute aggregations
Overlaying that, if you enable, are data feeds from integrated Sources that supply your Personal Investment Data
Overlaying that are asset price feeds
Each new or changed transaction results in a need for re-computation of investment performance metrics for each-roll up and feature (e.g. profit, potential profit, Return %, MOM) across the stack

Calculate

AssetView, while computationally intense, is designed to enable you to enter, import, or receive through an integration large quantities of new or changed transactions rapidly
To achieve this, after you enter or edit a transaction, AssetView prompts you on the top right of the screen in an an orange font to "Calculate".
You may then choose to enter additional transactions and the "Calculate" indicator will stay lit
Whenever you wish, you may choose to invoke the re-computation process and AssetView will re-compute base don all of the transactions in the Calculate queue
Once the Calculate function is invoked, a "Tasks Running" indicator shows until the critical computations complete
You may continue entering data once that indicator ends

To optimize performance, AssetView performs some computations upon your instruction
These fields display a lightning icon that you click to invoke the computation process

To optimize performance, AssetView performs some computations automatically in the background
Fields awaiting the results of these background process computations show a "*" until the computed results display

The Sync button synchronizes all data (e.g. sources, accounts, assets, transactions)
The Sync process is computational intense
So, we put you in control of when you invoke the process by clicking the Sync icon on the top menu bar
To maximize efficiency, on a specific Source page, you may:
- Sync just that Source
- Disable Sync such that a particularly detailed Source temporarily does not participate in the general Sync process

Layouts

User Management