Spaces
Apps
Templates
Create
Self-Upload Documentation
All content
Space settings
Content
Results will update as you type.
•
Essential Links
Self-Upload Guide (Engine)
•
Getting Started
1. Accounts
2. Transactions
•
Create a Transaction (Engine - Simple transactions)
•
Create a Transaction (Canopy UL)
•
Create Security & Search
•
View, Edit/ Delete Transactions in Blotter
Transaction Resources
3. Prices
•
4. Run Calculations
•
5. Auto Checks
Other
•
JP Morgan Datafeed Setup
Self-Upload Guide (Visualizer)
Apps
Spreadsheets
Self-Upload Documentation
/
Self-Upload Guide (Engine)
/
2. Transactions
Summarize
2. Transactions
Ben Rigby (Unlicensed)
Greg Rigby (Unlicensed)
Owned by
Ben Rigby (Unlicensed)
Last updated:
Aug 24, 2018
by
Greg Rigby (Unlicensed)
1 min read
Loading data...
This section will help you to understand the constituents and how to upload your transactions.Â
Create a Transaction (Engine - Simple transactions)
Create a Transaction (Canopy UL)
Create Security & Search
View, Edit/ Delete Transactions in Blotter
Transaction Resources
Run/Re-run Net Asset Value (NAV)
Transaction Constituents
Transaction Types
Transaction Upload Errors
Data Validation Checks
{"serverDuration": 80, "requestCorrelationId": "5066409511aa4a87b172c23710346da3"}