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Data Dictionary: S

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S&P Bond Rating
S&P Bond Rating Effective Date
Sales
Sample Email Recipient
Save & Tactical Rebalance
Save Affected Accounts After Model Modifications
Save and Copy to All Selected
Save For Today Only (custom views)
Save For Today Only (saved searches)
Save This Date For All Reports and Users
Save This Date Period For All Reports and Users
Saved Search
Schedule Name
Scientific Method
Search Category
Search Households or Groups
Search Name
Search Past X Days Past Billing Date
Search Securities in Committed Capital
Search Type
Secondary Background Color
Secondary Benchmark Return
Section (custom fields)
Section (Reporting dashboard)
Section Alignment
Section Title
Sector
Security (manual security snapshots)
Security (rebalancing security setting)
Security (Symbol)
Security Group Categories
Security Group Name
Security Group Settings
Security Level Model
Security Level Model Name/Alternate Security Set
Security Restrictions
Security Return
Security Type
Security Type (account setting)
Security Type (manual security setting)
Security Type Mapping
See Announcements in the Client Portal
Select a Billing Definition
Select a Data Point
Select a Header and Footer
Select a Role
Select a Saved Search
Select a Site Theme
Select a Target Allocation
Select a Template
Select a Theme
Select a Tile
Select a View, Report, Page, or Tile
Select Administrator
Select an Email
Select Billing Date
Select Blended Index
Select Chart
Select From: Summary Data or Index Value
Select Number of Years to Display
Select Pages (client views)
Select Primary Axis Type
Select Reports (client views)
Select Secondary Axis Type
Select Tactical Rebalance Settings
Selected Data Points
Sell ($)
Sell All Trading Cushion
Sell Based on Tax Optimization
Sell Entire Security/Sell Only Losses
Sell Funding Source to Account Goal % By Default
Sell Gains
Sell Losses
Sell Unassigned Securities
Send Activation Email
Send an Email to the Clients
Send Trades to FIX Flyer Co-Pilot OMS for Execution
Separately Managed Account (Reporting)
Separately Managed Account Categories
Separately Managed Account Setting (Trading)
Service Tax Rate
Service Team
Service Team Name
Service Team Users (billing groups)
Set Additional Options
Set As Default Client View
Set As My Site Theme
Set Min/Max Range
Set Rebalance Settings
Settlement Date
Settlement Period
Share Custom View
Share Per Contract
Share Report
Share Saved Search
Shares
Shares (mutual funds) (PDF theme)
Shares (non-mutual funds) (PDF theme)
Shares (Reconciliation Tolerances)
Sharpe Ratio
Short-Term Gain/Loss
Short-Term Realized Gain/Loss
Short-Term Unrealized Gain/Loss
Short Name (account settings)
Short Position
Short Term Gain Restriction Boundary
Short Term Realized Gains (manual security snapshots)
Show Account Benchmark(s)
Show Account Line Gradient
Show Account Returns
Show Account Values vs. Net Investment Chart
Show Account/Asset/Liability Detail
Show Accounts Holding These Securities
Show Actual Return Dates
Show Adjusted Rate
Show Adjustment Details
Show Adjustments
Show Annual Intervals For
Show As
Show As Allocation Over Time
Show As Bar Chart
Show As Negative Values
Show As Pie Chart
Show As Table
Show Asset and Liability Bars
Show Assets sub-sections
Show Bar Chart
Show Capital Call Dates
Show Capital Gains Distributions
Show Category Color Keys (PDF theme setting)
Show Category Color Keys (report setting)
Show Category Returns
Show Change For
Show Chart (Net Worth report)
Show Chart (Projected Income report)
Show Chart (Summary report)
Show Chart Labels
Show Chart Legend
Show Closed Accounts (client views setting)
Show Data As
Show Data For
Show Data in X for Y Time Periods
Show Detail
Show Detailed Performance
Show Dollar Signs
Show Funding Sources
Show Grand Totals
Show Horizontal Gridlines
Show Inception to Date Summary
Show Intervals For
Show Items With Value That
Show Last X Documents That Were Posted By/To Me
Show Legend
Show Line Chart
Show Lot Level Detail
Show Managed Accounts
Show Maturities Within the Next [Date Period]
Show Maturity Ladder, Positions Table, Bar Chart, or Ratings Pie Chart
Show Monthly Intervals For
Show Only Flows Where
Show or Hide Service Team Item
Show Overview
Show Panel Dividers
Show Performance For (Account or Index)
Show Pie Chart Titles
Show Position Detail
Show Quarterly Intervals For
Show Ratings Pie Chart
Show Relative Statistics
Show Report Name
Show Return or Net Investment Gain
Show Returns As (Gross or Net)
Show Returns As (Percentage or Dollar)
Show Returns or Investment Gain For
Show Risk Measurements
Show Risk vs. Return Chart
Show Section
Show Sub-Sections
Show Subtotals
Show Summary
Show Summary Chart Based On
Show Table or Bar Chart (Projected Income)
Show Table With Chart Values
Show the Following Activity Types (bulk reports option)
Show the Following Activity Types (report setting)
Show the Following Expense Types
Show Totals
Show Transactions
Show Transactions/Summary Data, With the Chart For
Show Trending Line
Show Value On
Show Values For
Show Values For Weight or Value
Show Values On (Account Performance report)
Show Values On (Net Worth report)
Show Vertical Gridlines
Show: (Actuals or Estimates) (bulk report settings)
Signature
Single Account Display Format
Site Theme Name
SMA
SMA Asset Class
SMA Description
SMA Sector
SMA Subsector
Snapshot Date
Snapshots Per Page
Sort Categories For Reporting
Sort First By/Then By
Sort Group Members For Reporting
Sort Models for Reporting
Sort Report By
Sortino Ratio
Specific Date
Specific Period
Spreadsheet View
ST Capital Gains Tax Rate
ST Realized Gain
Standard Deviation
Standard Match
Start Date
Start Date (announcements)
Start Date and End Date (for billing adjustment)
Start Quantity
State
State of Primary Residence
State Tax Rate
State Taxable
Straight Line
Strike Price
Sub-Group Accounts By
Sub-Header
Subject
Subsector
Subsequent Investments
Suppress Bill When Not Held
Suppress Yield and Duration
Suppress Yield/Duration by Default for New Securities
Sweep Cash Above Reserves
Symbol (cash column)
Symbol (fee schedules)
Symbol (securities)
Sync Data From The
Sync to Inception