Bloomberg Tickers and/or ISIN codes are important for you to identify the correct instrument for a transaction or position. Security identifiers are not always provided in bank statements. In Canopy Engine site, there are useful tools for searching Equity, Bonds, Derivatives and Non-MTM securities. Whether you wish to search for the right security by name, or by relevant ISIN / Ticker codes, or by Country of Listing, or even by specific Strike or Maturity Dates. There are many ways you can do this. Let's dive in.
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Searching for Securities
Securities > Search
This function allows you to search for different types of securities in Engine based on a set of input parameters as follows :
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Asset Class header (Equities / Bonds..) with results will be highlighted in Blue.
Manual Security Creation
In case a certain security that is not in the Canopy database there is the possibility to create a security manually. Depending on type an asset class there are many options for security creation available by using this function .
Creating Private Securities
If your security is not found in the database, you can Create Securities. This is typically done for all private funds, hedge funds, derivatives or real assets (real estate, art, wine..).
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