How to use JBR9 - Report for Aggr. Base Portfolio Data

SAP Transaction Code - Details

• Transaction Code: JBR9

  Description: Report for Aggr. Base Portfolio Data

  Release: S/4HANA and ECC 6

• • Program: RJBRBPAG

    Screen: 1000

    Authorization Object: J_B_TRANSB

  • Development Package: JBR

    Package Description: Application development TRM Market Risk Mangement

    Parent Package: FS_SEM_TRMAN

  • Module/Component: FIN-FSCM-TRM-AN

    Description: Analyzer

Smart SAP Assistant

• SAP Tcode: JBR9 - Report for Aggr. Base Portfolio Data

  
  Overview: 
  The SAP transaction code JBR9 is used to generate a report for aggregated base portfolio data. This report provides an overview of the current portfolio and its performance. It can be used to analyze the portfolio's performance and make decisions about future investments. 
  
  Functionality: 
  The JBR9 report provides a comprehensive overview of the current portfolio, including the total value, the number of investments, and the performance of each investment. It also provides information on the risk profile of the portfolio, as well as any changes in the portfolio over time. 
  
  Step-by-step How to Use: 
  1. Access the SAP system and enter transaction code JBR9. 
  2. Select the desired portfolio from the list of available portfolios. 
  3. Select the desired date range for which you want to generate the report. 
  4. Select any additional parameters you want to include in the report, such as currency or risk profile. 
  5. Click “Execute” to generate the report. 
  6. Review and analyze the report to gain insights into your portfolio’s performance and make decisions about future investments. 
  
  Other Recommendations: 
  It is recommended that users regularly review their portfolios using this report in order to stay up-to-date on their investments and make informed decisions about future investments. Additionally, users should consult with a financial advisor before making any major changes to their portfolios based on this report’s findings.