You can send an instrument from the Single Option page or a portfolio from the Portfolio page to one or more SDX Interest Rates users as long as they are on your list of recipients. The user does not need to be in your group/company.
To create a list of recipients, you must send the list of required users (indicating for each one their first and last name, or their username) to [email protected].
You can send an instrument or portfolio for a historical trade date and/or based on user-defined market data. Accordingly when the recipient opens the sent instrument or portfolio the trade date and market data displayed in the instrument or portfolio when it was sent will be used.
Once you have sent a portfolio to another user, that user can access the portfolio via their inbox. For more information on the inbox see Working with the Inbox.
It is important to note that before you can send an instrument or portfolio to another user you must calculate it.
To send an instrument or portfolio to another user:
| 1. | In the pricing page, open an existing instrument/portfolio or create a new one. |
| 2. | Calculate it. |
| 3. | Click Send. Alternatively press F11 on the keyboard. The Message Handler window opens. |
| 4. | Select a recipient from the list in the To area. You can select multiple recipients by using the <Shift> or <CTRL> keys on the keyboard. |
| 5. | Click Send and then OK. The portfolio is sent to the selected user(s) and is saved in each of the SDX Interest Rates inbox for each user. |