Manage Book
FinPricing offers:
Four user interfaces:
- Data API.
- Excel Add-ins.
- Model Analytic API.
- GUI APP.
Book Management
A portfolio is a grouping of financial assets. It is more generically called book in FinPricing. A book could be a portfolio or trading strategy or desk. FinPricing portfolio management supports multi-level book(portfolio) hierarchies.
FinPricing delivers portfolio management software, system and solution, bringing financial market experience, financial product knowledge, quantitative valuation and risk modeling expertise, and market data analytics to our clients.
How does FinPricing manage portfolio or book?
- Click the BackOffice tab at the top-left corner of the application. Then, expend BackOffice -> Portfolios -> Book. You can click the New button to create a new book or the Load button to extract an existing one.
- If you click the New button, a new book template is displayed in the main window. The ParentName field allows you to build portfolio hierarchy. If there is no hierarchy, simply select NA. Fill all fields and then click the Save button. A new book has been generated.
- If you click the Load button, all the existing books are loaded in the main window. You can modify the fields and then click the Save button to save all changes.
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