## Account Summary & Custom Formulas

#### Custom formulas for filtering

One might want to use this technique when monitoring multiple accounts for risk conditions, and filter a view to just those accounts that meet the condition.

• Have both the Account Summary and the new Formulas widget open
• Create a new formula by hitting the + button in the toolbar, the Formula dialog will open.
• Give your formula a name
• Use the prefix "account." for different account values and simple math operators to construct a formula
• In this example, we are creating a filter to show accounts with a negative balance
• To use the formula as a filter, check the "Condition" box
• Save the formula
• Go to the filters menu in the Account Summary view and choose the filter you just created

#### Custom formulas for custom columns

One might want to use this technique to create a column to display some risk algorithm that indicates when accounts might be getting into trouble.

• From the task menu, or from the +Column tab in the Column manager dialog, create a new formula, the formula dialog will open.
• Give your formula a name
• Use the prefix "account." for different account values and simple math operators to construct a formula
• In this example, we are creating a column showing purchasing power minus margin, shown as a percentage
• Save the formula
• Because we started the formula from the +Column tab, once the formula was saved it was added to the "In window" tab

## Formula Operators

Currently formula editor supports elementary operations:

"||", "&&", "|", "^", "&", "==", "!=", "<", ">", "<=", ">=", "<<", ">>", ">>>", "+", "-", "*", "/", "%"

"-", "!", "~", "+"

Parentheses are also supported.

• Math operators
• Unary negation ( - )
• Unary plus ( + )
• Multiplication ( * )
• Division ( / )
• Subtraction ( - )
• Remainder ( % )

Comparison operators

• Equals ( == )
• Not equals ( != )
• Less ( < )
• Greater ( > )
• Less OR Equal ( <= )
• Greater or Equal ( >= )

Boolean operators

• OR ( || )
• AND ( && )
• NOT ( ! )

Bitwise operators

• AND ( & )
• OR ( | )
• XOR ( ^ )
• NOT ( ~ )
• LEFT SHIFT ( << )
• RIGHT SHIFT ( >> )
• ZERO-FILL RIGHT SHIFT ( >>> )