You can use the Performance Calculation report to calculate and commit daily performance data, and use a second Performance Calculation report to calculate and commit monthly performance data by linking together the daily returns. The Performance Calculation report uses the daily data stored in the PERFORM database, just as the Performance Analysis report does.
This approach has several advantages over other monthly approaches, because it allows you to create monthly records down to the security level whether or not positions and cash activity for all entities in the report are available. You can use this approach under the following scenarios:
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