TAME Operation Manual

Adding A Parameter

Adding a Parameter into TAME:

  • Open TAME (if not already open)
  • Left Click on “Client Parameters” tab at top of screen
  • Left Click on “Reset Screen” (this is to ensure there are no issues overwriting another client’s info)
  • Left Click on drop down arrow in “Client” field
  • Scroll Down to desired client name and Left Click on the name - if client does not exist refer to ADDING A CLIENT.
  • (Note - e-mail address will auto-populate if one attached to client)
  • Left Click in “Fund” field
  • Scroll Down to desired fund and Left Click on the name (generally Money Market will auto-populate if a Money Market is associated with that fund COMPANY)
  • Left Click on drop down arrow in “Parameter” field (this is auto-populated with “Spread Allowable Decline”)
  • Scroll Down to desired parameter and Left Click on the name (depending on parameter selected, Increase Desired field or Allowable Decline field will be disabled from entry)

 

If parameter allows Increased Desired Percentage to be entered and you want to adjust this amount
(auto-populates for a 10% increase):

  • Left Click in “Increase Desired” field and delete the current number
  • Type in the new percentage you want to monitor for (ie 50)

 

If Parameter allows Allowable Decline Percentage to be entered and you want to adjust this amount
(auto-populates to monitor for a 10% decline):

  • Left Click in “Allowable Decline” field and delete the current number
  • Type in the new percentage you want to monitor for (ie 15)

(Note – TAME understands that it is watching for a decline when there is a number in this field so DO NOT add “-“ to represent a negative value)

 

The “Money Market” field should auto-populate if the fund COMPANY Money Market fund is already associated with the fund being monitored.  If the “Money Market” field is still blank and you need to associated a Money Market fund:

  • Left Click in “Money Market” field
  • Type in the name of the Money Market fund associated with that product (ie Smith Investors Money Market Fund)
  • Left Click anywhere on the screen outside of the “Money Market” field
  • A prompt screen will appear asking you to enter the fund COMPANY code for this Money Market Fund (ie SMI)

Note – DO NOT included the fund code itself … just the actual company portion

  • Left Click on “OK” or “Cancel”

Left Click on “Add Entry” button