SDX Interest Rates Help > Working With the Portfolio Page > What Can be Done in the Portfolio Page? > Adding a Note to an Instrument in a Portfolio

Adding a Note to an Instrument in a Portfolio

In the Portfolio page you can add a note to each instrument. You do this via the Single Option Data window page.

To add a note to an option in a portfolio:

1. In the portfolio, for the relevant instrument click the Data button. The Single Option Data page is displayed.
2. In the Trade Information area fill in the Notes field.
3. Click Accept. The note is saved with the instrument's details.