Click the Security Type arrow to select the type of security you are defining.
In the Symbol box, enter the identifier for the security. If the security has a ticker symbol, you should use that. If not, use a name that is meaningful and easily identified. Limit 10 characters.
In the CUSIP box, enter the CUSIP number of the security. This can be used as an alternate symbol when retrieving prices from a pricing service. If left blank, the security symbol will be used to access the pricing service.
In the Description box, enter the full security or company name to print on reports. If left blank, the security symbol will be used as the description.
Click the Asset Class arrow to select the asset class to which this security belongs. Values come from predefined and user-defined asset classes.
Click the Sector arrow to select the sector of the issuer. Values come from predefined and user-defined sectors.
Click the Industry arrow to select the industry of the issuer. Values come from predefined and user-defined industries.
Click the Exchange arrow to select the exchange where the security is listed. Values come from predefined and user-defined exchanges.
Click the Country arrow to select the country where the security is issued. Values come from predefined and user-defined countries.
Click the Country of Origin arrow to select the country associate with the performance and risk of the security. Values come from predefined and user-defined countries.
Click the Base Currency arrow to select the base currency of the security. Values come from predefined and user-defined currencies.
Click on the Price Information or Detail tabs to enter in more data on this security.
To save this security and enter a new one, click Save + New. To save this security and close the dialog box, click Save + New.