Use the top right-hand menu to navigate to the back office role under the lefthand menu pick instruments.
In the top right-hand corner click the circular add button, this will open the instrument modal.
When you click the asset class input box a modal will open where you can select one of the systems asset classes.
Fill out the remainder of the instrument details. Note that the category is an optional input used to group similar instruments together.
After creating the instrument you will be prompted to resolve a “tradable instrument”. Here you can simply click resolve or provide additional information. For example, if your instrument is an option or future and the expiry date is required.
Now you can find the instrument in the main list or any instrument drop-down.
