If you have manually registered for entering deals into a risk management system, you can enter instruments from any of SD pricing applications directly into either of the following:
Your own third-party system
If you have not manually registered for entering deals into a risk management system, the system automatically registers you. Subsequently, when you click the Deal Capture button your deal/portfolio is opened in the Deal Capture window.
To enter an option/portfolio from a pricing application into a risk management system:
1. | In the pricing page enter the option. |
2. | Click Calculate. |
3. | Click the Deal Capture button. The deal is entered into your third-party system or into the Deal Capture window in TradeView. |
4. | Edit the attributes and specifics as necessary. |
5. | Click Save. The deal is saved in the risk management system. |