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

  • Pricing Sheet and Configuration

    • Introduction to Pricing Sheet and Configuration

    • Pricing Sheet Introduction

    • Profile Configuration and User Preferences - Pricing sheet

    • Equity Trade Capture

    • Simple Money Market Loan Trade Capture

    • Test Your Knowledge