Step 1: From the Portfolio Management start page portfolio list, click Position, then click Add new.
Step 2: Click the appropriate position type. Below is a summary of the available position types.
FRA adds an over-the-counter Forward Rate Note instrument to your portfolio. Swap adds an over-the-counter Swap agreement to your portfolio.
FX Forward adds an over-the-counter Foreign Exchange Forward instrument to your portfolio.
FX Option adds an over-the-counter Foreign Exchange Option instrument to your portfolio.
Cash Flow adds an over-the-counter Cash Flow instrument to your portfolio.
Cap/Floor adds an over-the-counter Cap/Floor instrument to your portfolio.
Bond stars a search of the RiskBureau instruments database for an exchange-traded bond to add to your portfolio.
Equity starts a search of the RiskBureau instruments database for an exchange-traded equity to add to your portfolio.
Future starts a search of the RiskBureau instruments database for an exchange-traded future to add to your portfolio.
Currency adds cash holdings to your portfolio.
The Custom types menu lists the custom instruments you have previously entered in RiskBureau. To add custom instruments, return to the Portfolio Management start page, click Custom Instruments, then click New.