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Essential Links
Self-Upload Guide (Engine)
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Getting Started
1. Accounts
2. Transactions
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Create a Transaction (Engine - Simple transactions)
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Create a Transaction (Canopy UL)
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Create Security & Search
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View, Edit/ Delete Transactions in Blotter
Transaction Resources
3. Prices
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4. Run Calculations
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5. Auto Checks
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JP Morgan Datafeed Setup
Self-Upload Guide (Visualizer)
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Self-Upload Documentation
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Self-Upload Guide (Engine)
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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
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This section will help you to understand the constituents and how to upload your transactions.
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
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