The tutorials in this section review Compass ways to load historical financial data as well as maturity and repricing information on the existing portfolio.
Monthly Download (19:56)
Learn how DataBridge is the part of Compass that automates the process of reading data files extracted from your other data processing systems.
Click on the links below to view and download Compass training materials.
Rate Forecast (2:56)
Plansmith provides an optional automated download of a rate forecast from Blue Chip Financial Forecasts©, which surveys 50 of the country’s top economic forecasting firms.
https://plansmith.com/pub/tutorials/RateForecast/Rate_Forecast2024.mp4
Red Flags (15:21)
Learn how to identify and correct Red Flags, which indicate that a logic or data error exists within the account.
https://www.plansmith.com/pub/videos/red_flags/red_flags.html
Add a New Account (17:40)
Learn how to add a new account to your Compass Chart of Accounts
Adding a New Account to A Consolidated Plan (6:55)
Learn how to add a new account in a conslidated plan in Compass.
Hedges and Swaps in Compass (17:53)
This 17-minute tutorial shows how to set up the six most common hedges and swaps in Compass.
Definitions, Uses, and Examples (11:00)
This tutorial Includes the definitions, uses, and examples of the impact for common hedges and swaps in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/DefinitionsUses/DefinitionsUses.html
Asset Interest Rate Floor (5:44)
This tutorial will show the steps to create an interest rates floor in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/AssetInterestRateFloor.mp4
Asset Interest Rate Cap (5:30)
This tutorial will show the steps to create an interest rates cap in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/AssetInterestRateCap.mp4
Asset Swap Received Fixed - Pay Floating (6:13)
This tutorial will show the steps to create an asset receiving a fixed paid floating swap in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/AssetRcvFixedPayFloating.mp4
Asset Pay Floating - Receive Fixed (6:09)
This tutorial will show the steps to create an asset pay floating received fixed swap in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/LiabilityPayFloatingReceiveFixed.mp4
Asset Pay Fixed - Receive Floating (6:13)
This tutorial will show the steps to create an asset pay fixed received floating swap in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/LiabilityPayFixedReceiveFloating.mp4
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