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Securities portfolio

3.1. CONSISTENT AND INCONSISTENT OPERATIONS

In order for the program to calculate the results of the exercise, the data of the operations that influence these results must be complete.

The program classifies, for the exclusive purposes of being able to extract results, operations as consistent or inconsistent.

A consistent operation is considered when all the data necessary for the calculation of results is completed. This information will appear, on the left side, with a green circle. In any case, it is always necessary to check that, in addition to being complete, the data is correct.

An inconsistent operation is considered when not all the data necessary for the calculation of results is completed.

Inconsistent operations will appear with a yellow or red circle in their left margin.

Operations in which missing data do not influence the results of the exercise are yellow. In these cases, even if some data is missing, it is allowed to use the Securities Portfolio to complete the profits and losses in Renta Web.

Operations that influence the results of the year are red. In these cases, it is always necessary to complete the information to be able to use the securities portfolio and transfer its results to Renta Web.

Important: Note that the inconsistency of one operation sometimes affects the consistency of subsequent operations. Therefore, in many cases, once the first operation is completed, not only that operation but also the subsequent ones will become consistent.