Vision Upload Format: UniverseMembership

Vision Portfolio Management Application Layer: Application

| Headstart Applications | 

---

Application: UniverseMembership

 

Summary:

The UniverseMembership application is used to display the entities comprising a universe at a particular point in time and the entities added and dropped from the universe on the last date it was changed.

Inputs:

Position	Form Id	Description
1	id	Id of the universe
2	-	Global date override

Analysis:

• The id must reference an existing Universe instance.
• The basic report displays the list of entities in the universe followed by the entities added to the universe on the last date the membership was updated and the entities dropped from the universe on this date.

Key Data Feeds:

• UniverseMembers

Related Reports:

• UniverseProfile

Sample Usage:

Interface ApplicationWS runWith: "UniverseMembership", "SP500" ;

Sample Input:

Enter Universe:

Date:

Currency: Local United States Dollar Argentine Peso Australian Dollar Austrian Schilling Belgian Franc Brazilian Real British Pound Canadian Dollar Chilean Peso Chinese (yuan) Renmin Columbian Peso Czechoslovakian Korun Danish Krone Egyptian Pound Euro Dollar Finnish Markka French Franc German Deutschmark Greek Drachma Hong Kong Dollar Hungarian Forint Indian Rupee Indonesian Rupiah Irish Pound Israeli Shekel Italian Lira Jamaican Dollar Japanese Yen Jordanian Dinar Kenyan Shilling Luxembourg Franc Malaysian Ringgit Moroccan Dirham Netherlands Guilder New Mexican Peso New Zealand Dollar Nigerian Naira Norwegian Krone Pakistani Rupee Peruvian new Sol Philippine Peso Polish Zloty Portugese Escudo Singapore Dollar South African Rand South Korean Won Spanish Peseta Sri Lankan Rupee Swedish Krona Swiss Franc Taiwan Dollar Thailand Baht Turkish Lira Venezuelan Bolivar Zimbabwe Dollar

Sample Output:

Universe Membership For: Standard & Poors 500

Data As Of: 11/30/1997 --- Currency: United States Dollar

---

--- Basics ---
# Current Members:	500
Effective Date:	11/30/1997
# Prior Members:	500
Effective Date:	10/31/1997

 

--- New Members ---
FE      FIRSTENERGY CORP COM	SNV     SYNOVUS FINL CORP COM

 

--- Dropped Members ---
OEC     OHIO EDISON CO COM	SB      SALOMON INC COM

 

--- Current Members ---
COMS    3COM CORP COM	ABT     ABBOTT LABS COM
ADBE    ADOBE SYS INC COM	AMD     ADVANCED MICRO DEVICES COM
ANV     AEROQUIP-VICKERS INC COM	AET     AETNA INC COM
AHM     AHMANSON H F & CO COM	APD     AIR PRODS & CHEMS INC COM
ATI     AIRTOUCH COMMUNICATNS COM	ACV     ALBERTO CULVER CO CL B CONV
ABS     ALBERTSONS INC COM	AL      ALCAN ALUM LTD COM
ALT     ALLEGHENY TELEDYNE INC COM	AGN     ALLERGAN INC COM
ALD     ALLIEDSIGNAL INC COM	ALL     ALLSTATE CORP COM
.  .  .

---