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Instrument

This section discusses on how to add an instrument and the various properties of an instrument

How to add an instrument

Please follow the below steps to create a new Instrument

  • In Main View menu bar goto Settings > Instruments > View
  • Click on the Add button (located at the top right)
  • In the New Instrument View > General Tab fill the Instrument details
  • In the Symbols tab append the symbol specific to the connection. You must append symbol for atleast one connection.
  • Click the Ok button
How to edit an instrument

Please follow the below steps to edit an Instrument

  • In Main View menu bar goto Settings > Instruments > View
  • Click on the Edit button (will be visible upon selecting the instrument definition)
  • In the General Tab edit the necessary information
  • In the Symbols tab add/edit the symbol specific to the connection. You must append symbol for atleast one connection.
  • Click the Ok button
How to delete an instrument

Please follow the below steps to delete an Instrument

  • In Main View menu bar goto Settings > Instruments > View
  • Type in the name of the instrument (or part of it) in the search TextBox and click on the search button
  • Select the instrument you want to delete from the listBox
  • Click the Delete button (will be visible upon selecting the instrument definition)
How to adjust for Split-Bonus

Please follow the below steps to adjust the data for splits. and bonuses

  • In the New Instrument View click on the Splits tab
  • Append the Split date (the date on which the split took place)
  • Append the split ratio
  • Click on Add button

For example CanFin Homes had a 5:1 split and the Ex-date was on 12th Oct 2017. So the Split date will be 12th Oct 2017 and the Split ratio will be 5 (five)

Note: Please make sure the option 'Is Split Adjusted' is checked in the Options settings

  • In Main View menu bar goto Settings > Options
  • In the Options View click on the Data tab
  • Check on the option 'Is Split Adjusted'
How to adjust for dividends

Please follow the below steps to adjust the data for dividends

  • In the New Instrument View click on the Dividends tab
  • Append the dividend date (the ex-date)
  • Append the dividend amount (in points)
  • Click on Add button

For example Hindustan Unilever declared a 650% dividend on its face value of Rs. 1.00, the ex-date being 19th Oct '15. Thus the dividend date will be 19 Oct '15 and the Amount will be 6.5