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.