Adding a Currency Instrument

Step 1: In the Position Name text box, type the appropriate name of your currency position.

 

Step 2: In the Comment text box, type any additional notes about the transaction.

 

Step 3: In the Counterparty menu, type in the Counterparty with whom you are entering the currency agreement. You can also click from the list if a counterparty entry already exists.

 

Step 4: In the Seniority Level menu, click the appropriate Seniority Level, or payment order of the currency.

 

Step 5: In the Currency list, click the appropriate currency denomination of the position. This is a required command.

 

Step 6: In the Amount menu, type the amount you hold in the position.