Polypaths Documentation

Desktop

PolyPaths Desktop documentation includes:

Online User Guides

WebHelp versions of our latest User Guides may be accessed via the links below:

Access the AppPort Searchable WebHelp

Access the ALM Searchable WebHelp

Downloadable Help Files

AppPort documentation includes a searchable help system you can view on your computer screen while you work with the AppPort interface. The searchable help system provides extensive information about how to use AppPort. Highlights include:

  • Creating Portfolios,
  • Importing Portfolios,
  • Running Calculations, and
  • PPConfig Settings.

To download the AppPort Searchable Help System, click the link below, and extract the .CHM file to your computer.

Download the AppPort Searchable Help System

ALM documentation includes a searchable help system you can view on your computer screen while you work with the ALM application. The searchable help system provides extensive information about how to use ALM. Highlights include:

  • General Ledger Setup,
  • Accounting Elections,
  • New Product Creation,
  • Built-in and Custom Reporting,
  • Configuring Strategies,
  • Forecasting Cash Flows, Market Value, and Risk,
  • Running Simulations, and
  • Results Analysis

To download the ALM Searchable Help System, click the link below, and extract the .CHM file to your computer.

Download the ALM Searchable Help System

AppPort Installation Guide

The PolyPaths AppPort Installation Guide is a manual in PDF format, which takes you through the process of installing AppPort. To view the PDF file, you need to have the free Acrobat Reader installed.

Download the AppPort Installation Guide

PPConfig Settings

Accompanying the AppPort Installation Guide, the PPConfig Settings spreadsheet provides you with the settings that control default settings for your PolyPaths environment (e.g. number of interest rate paths and the default prepayment model to use), paths to third party data, etc. You can use the PPConfig Settings to configure AppPort to your needs.

Download the PPConfig Settings document

PolyPaths BatchCal Manual

The PolyPaths BatchCal Manual provides you with procedures for setting up batch calculations, a list of BatchCal commands, and sample batch scripts.

Download the PolyPaths BatchCal Manual

PolyPaths Integration Overview

Within PolyPaths, you can plug in your own models, including prepayment models, loss models, and index forecast models. This document provides an overview of the different ways you can customize the application.

Download the PolyPaths Integration Overview

PolyPaths Prepay/Loss API Documentation

The Prepay/Loss API allows you to plug in your own prepayment and credit model within PolyPaths.

Download the PolyPaths Prepay/Loss API Documentation

PolyPaths Stress Testing Overview

PolyPaths has many features which can be used for stress testing, including multi-horizon scenario forecasts. Our stress testing FAQ walks through step-by-step how to build sample CCAR scenarios in PolyPaths. The document starts with the manual version for illustration of what each step is doing, but then moves into how to automate the entire process including bulk import of the scenario definitions and export of the results.

Download the PolyPaths Stress Testing FAQ


Distributed Processing

Distributed Processing documentation includes:

Distributed Processing Installation Guide

Download the Distributed Processing Installation Guide

Distributed Processing Administrator’s Guide

Download the Distributed Processing Administration Guide


Enterprise

Enterprise documentation includes:

Enterprise Installation Guide

Download the Distributed Processing/Enterprise Installation Guide

Enterprise Documentation

Browse through the Enterprise Documentation Repository, which includes the main user manual for Enterprise, plus several supplemental documents to help new users get started.


Webinars and Training Videos

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