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The <XXX>Portfolio Turnover Excludedefault message streams are used to load <what does it do?>.<???> are portfolio turnover exclude rules that can filter the information used by the Portfolio Turnover reports and market value calculations.

Portfolio Turnover Exclude rule information is loaded using the following streams:

  • eagle_default_in_star_???portfolio_turn_exc

  • eagle_default_in_csv_???_portfolio_turn_exc

Sample records, required data fields, as well as panels, binds, and stored procedures for the <XXX> stream Portfolio Turnover Exclude stream are described in the following pages.

To review the results of processing in the database, <navigate to window>. For general information, see Manage Portfolio Turnover Exclude Rules.