Instrument

Please follow the below steps to create a new Instrument

• In Main View menu bar goto Settings > Instrument Manager
• 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

If you want to bulk import from a file, then please refer here for more details

Please follow the below steps to edit an Instrument

• In Main View menu bar goto Settings > Instrument Manager
• 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

Please follow the below steps to delete an Instrument

• In Main View menu bar goto Settings > Instrument Manager
• 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)

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'

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