EVP Office

Treasury Inflation-Protected Securities, or TIPS, are securities whose principal is tied to the Consumer Price Index. With inflation, the principal increases and with deflation, it decreases. To enter TIPS, use the adjusted principal for your Shares/Par. For more information on TIPS, click on this link to connect to Treasury Direct’s website.

In general, securities can be evaluated the next day—if the trades were on a Tuesday, evaluations will be available Wednesday morning; if the trades were on a Friday, evaluations will be available Saturday. However, the situation is a little more complicated for evaluation dates on weekends. Since the price for a weekend evaluation is the […]

If you are installing EVP Office via a script, the easiest way is to use the EVP Office MSI, available from the Download page. It allows all the standard msiexec flags. Running the MSI itself will install quietly, but show a progress bar, the same as running msiexec /i “EVP Office X.Y.Z.msi”.) Running msiexec /i […]

Yes.  EVP Office can be installed on a Citrix or RDP/RDS server, and works as it normally would on a local desktop installation.

Yes. Copy-and-paste. The easiest way to get securities and their shares/par into the grid is to simply copy-and-paste them from Excel or another source. You can do it one at a time, or copy entire columns and paste them into the EVP Office applications. Import. You can also import securities and shares from over a […]

Yes. You can open up any number of copies of any of the EVP Office applications at the same time on the same computer. You can only have a specific portfolio loaded once into any one of them, though. You will be prevented from opening an already-open portfolio in another copy.