Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

 

Hash Tag

Type of Underlying

What's happening to the Underlying

Additional Information to be included (appended)

Money In

Cash

Inflow

-

Money Out

Cash

Outflow

-

MiscIncome

Cash

Income

{Optional}

MiscExpense

Cash

Expense

{Optional}

Purchase

Any Asset except Cash, Loan/Deposit

Buy

#ticker#quantity#price

Sale

Any Asset except Cash, Loan/Deposit

Sell

#ticker#quantity#price

Distribution

Any Asset except Cash, Loan/Deposit

Dividend / Coupon

#ticker

Contribution

Any Asset except Cash, Loan/Deposit

Reversal dividend/ Reversal coupon/ Capital Call

#ticker

Reinvestment

Any Asset except Cash

Dividend/Coupon Reinvestment

#ticker#quantity

TransferFOP In

Any Asset (except Cash, Deposit/Loan)

Delivery Free of Payment

Security or asset transfers from another bank, account or custodian

#ticker#quantity#price/MKT

TransferFOP Out

Any Asset (except Cash, Deposit/Loan)

Delivery Free of Payment

Security or asset transfers to another bank, account or custodian

#ticker#quantity#price/MKT

Deposit Create

Deposit

New deposit

#ticker

Deposit Repay

Deposit

Redemption of deposit

#ticker

Interest

Deposit, Cash

Interest

{Optional:#ticker}

Loan Create

Loan

Drawdown

New loan

#ticker

Loan Repay

Loan

Repayment

#ticker

Loan Cost

Loan

Interest

{Optional:#ticker}

TransferFOP Deposit Create

Deposit

Deposit transfer into account (without cash impact)

#ticker#quantity

HashTag

What type of Underlying is this

What is happening to the Underlying

Additional Information to be included (appended)

TransferFOP Deposit Repay

Deposit

Deposit transfer out of account (without cash impact)

#ticker#quantity

TransferFOP Loan Create

Loan

Loan transfer into account (without cash impact)

#ticker#quantity

TransferFOP Loan Repay

Loan

Loan transfer out of account (without cash impact)

#ticker#quantity

SpotFX In

FX Spot

FX Buy

-

SpotFX Out

FX Spot

FX Sell

-

 

...