Course Description
In order to use the Pricing Sheet to trade products, you must have access permissions and configured profiles. This allows you to trade the financial products Calypso supports.
A Profile serves several functions:
- Determines the properties and attributes for each trade capture (strategy) such as swaps.
- Determines overall layout of the trade entry panel
- Provides administrative tools for assigning the profile to users and importing/exporting profiles.
This module walks you through the creation of Profiles and Strategies in the Pricing Sheet.
Course curriculum
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Pricing Sheet and Configuration
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Introduction to Pricing Sheet and Configuration
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Pricing Sheet Introduction
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Profile Configuration and User Preferences - Pricing sheet
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Equity Trade Capture
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Simple Money Market Loan Trade Capture
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Test Your Knowledge
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