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Data Dictionary: S

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S&P Bond Rating

S&P Bond Rating Effective Date

Sales

Scientific Method

Secondary Benchmark Return

Section

Section Alignment

Section Title

Sector

Security Type

Service Team

Service Team Users (for Billing Groups)

Settlement Date

Share Pre Contract

Sharpe Ratio

Short Name

Short-Term Gain/Loss

Short-Term Realized Gain/Loss

Short-Term Unrealized Gain/Loss

Show Account Value vs. Net Investment Chart

Show Account/Asset/Liability Detail

Show Accounts Holding/Not Holding Any/All of These Securities

Show Actual Return Dates

Show As Table/Pie Chart/Bar Chart/Allocation Over Time

Show Bar Chart

Show Capital Gain Distributions

Show Category/Account Returns

Show Change For

Show Chart

Show Chart (Net Worth Report)

Show Data As

Show Data in X for Y Time Periods

Show Detailed Performance

Show Inception to Date Summary

Show Intervals For

Show Line Chart

Show Lot Level Detail

Show Maturities Within the Next [Date Range]

Show Maturity Ladder, Positions Table, Bar Chart, or Ratings Pie Chart

Show Monthly, Quarterly, or Annual Intervals For

Show Panel Dividers

Show Performance For (Account or Index)

Show Pie Chart Titles

Show Position Detail

Show Ratings Pie Chart

Show Relative Statistics

Show Return As (Percentage or Dollar)

Show Returns As (Net or Gross)

Show Return or Investment Gain For

Show Return or Net Investment Gain

Show Risk Measurements

Show Risk vs. Return Chart

Show Section

Show Summary

Show Summary Chart Based On

Show Table (Net Worth Report)

Show Table or Bar Chart (Projected Income on the PDF Dashboard)

Show Table With Chart Values

Show the Following Activity Types

Show Transactions

Show Transactions/Summary Data, With the Chart For

Show Value On

Show Values For

Show Values On

SMA

SMA Asset Class

SMA Description 1, 2 & 3

SMA Sector

SMA Subsector

Sort First By/Then By

Sortino Ratio

Standard Deviation

Start Date

Start Quantity

State

State of Primary Residence

State Taxable

Straight Line

Strike Price

Sub-Group Accounts By

Subsector

Symbol

Sync to Inception

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