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Data Dictionary: P

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Page 1 Header and Footer
Page Margins
Page Orientation
Page Tile
Parent Model
Parent Security
Partial Returns
Past Date
Payee
Payment Account Number
Payment Account Value Paid
Payment Account Value Type
Payment Delay
Payment Distribution (billing groups)
Payment Status (Billing History)
Payment Status (Payment Details)
Payments Per Page
Payout Distribution
PDF Batch Options
Peer
Percent Distributed
Percent Dollar Gain/Loss
Percent Gain/Loss
Percent of Account Traded
Percent of Transaction Amount
Percent Variance
Percentage Amount Precision
Percentage Fee
Percentage Ownership Account
Percentage Rates
Percentages (PDF themes)
Performance Date
Performance Inception Date
PIC Multiple
Pie Chart 1, 2, 3
Portal Code
Portfolio Yield
Position Display Option
Positions Per Page
Post % of Category (DT)
Post Announcement to the Clients With End Date
Post Anonymously
Post Files to Clients With Access to All Accounts/At Least One Account Associated With the Group
Post Rebalance ($)
Post Rebalance Cash ($)
Post Rebalance Cash (%)
Post Rebalance Dollars
Post Rebalance Model Deviation
Post Rebalance Model Deviation (Relative)
Post Rebalance Out of Tolerance
Post Rebalance Percent
Post Rebalance Shares
Post Rebalance Value
Post Rebalance YTD LT Realized Gain
Post Rebalance YTD ST Realized Gain
Pre-Refund Date
Pre-Refund Price
Precision
Preferred Delivery Method
Preset Column Filter
Preview (PDF reports)
Preview (site themes)
Previous (date period)
Previous 12 Months Turnover
Previous Day/Month/Quarter/Year End (date period)
Previous to Previous
Price
Price As Of Date
Prices (PDF themes)
Primary (Household and Group Membership)
Primary Accounts Added
Primary Accounts Removed
Primary Advisor
Primary Background Color
Primary Benchmark Return
Primary Owner
Primary Security
Primary Security Category
Priority (asset location setting)
Priority (Directed Trades)
Prorate Billable Value for Billing Allocation
Prorate Capital Flows
Prorate Inflows or All Flows
Prorate New Accounts Using
Prorate New Billing Groups for Flat Fees
Prorate New Billing Groups for Percentage Fees
Prospect/Test Allocation Model
Prospect/Test Rebalancing Group
Prospect/Test Security Level Model
Purchases