About the Portfolio Turnover Exclude Default Message Stream

The Portfolio Turnover Exclude default message streams are used to load 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 Portfolio Turnover Exclude stream are described in the following pages.

To review the results of processing in the database, you can use the List Portfolio Turnover Exclude Rules panel. For general information, see Manage Portfolio Turnover Exclude Rules.