Adding a Custom Instrument

Use the Custom Instrument menu to add custom bonds and FRNs.

 

When you have entered custom Instruments, they will be stored in a table. To add them to your portfolios, click Positions, then click New to begin the process.

 

Step 1: Click Custom Instruments, then click New.

 

Step 2: Click Bond or FRN depending upon which type you wish to enter.