How to Create a Instrument entity

Prerequisites

We assume you have all prerequisites you may need, including:

1. If needed: the VPN is configured to access the Finmars resources
2. If needed: access to the Virtual Machine to work with the sensitive information
3. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
4. Must have: having permissions set to allow continue with the Action in the Guide

Creation of Register Entity

1. Open the “Data” section in the left-hand side menu. Select the “Instruments” entity from the list under Data.
2. Click the “+ Add” button located in the top-left corner of the portfolio list view.