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Creating a Custom Security/ Strategy

This guide outlines the process of creating a custom security within the system, ensuring seamless integration of data based on assigned IDs.

Steps to Create a Custom Security:

1. Navigate to the Custom Security Tab

    • Locate and click on the Custom Security tab in the left navigational panel.

    • Click on the Create New Security button.

2 . Assign an ID

    • When assigning an ID, ensure it follows the latest numbering sequence.

    • The current standard is to start with 64, if 63 strategies have already been created.

    • Example: Assign an ID such as BX64.

3. Define Security Details
  • Input the Security Name (e.g., PMV, or any preferred identifier).
  • Assign an Asset Class e.g., Equity, Subtype, e.g., US and Segment e.g.,  Large Cap as needed.
  • Ensure that the provided ID is correctly entered. This ID is crucial for connecting the data stream.

4. Finalize and click Create

  • Click on Complete Later.
  • Once saved, the strategy is created, and data will begin to flow based on the ID.