cats:procedures:futures:exchangesetup

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cats:procedures:futures:exchangesetup [2019/05/28 15:31] – [Futures Position and Product Setup] jencats:procedures:futures:exchangesetup [2019/05/28 15:57] (current) – jen
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 =====Futures Position and Product Setup===== =====Futures Position and Product Setup=====
 {{entry>0;Exchange Product;-}}{{entry>0;Exchange Position;-}}{{entry>0;Futures Table;-}}{{entry>0;Valuation;-}} {{entry>0;Exchange Product;-}}{{entry>0;Exchange Position;-}}{{entry>0;Futures Table;-}}{{entry>0;Valuation;-}}
-Before you can begin using trade and hedge features of CATS, you will need to create exchange products and set up monthly prices for each exchange, exchange product, and month on the exchange.  +Before you can begin using trade and hedge features of CATS, you will need to create exchange products and set up monthly prices for each exchange, exchange product, and month on the exchange. 
-CATS allows you to use multiple currencies in the system. To begin using currencies, you must first add the currency as an exchange product and an exchange, then you can enter a default currency rate to be used. To see wiki on setting up currencies,[[cats:procedures:currencies|click here]]+You can also use multiple currencies in the system. To begin using currencies, you must first add the currency as an exchange product and an exchange, then you can enter a default currency rate to be used. To see wiki on setting up currencies [[cats:procedures:currencies|click here]]. 
  
 ====Exchange==== ====Exchange====
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 To add an exchange, go to **Add** on top menu.\\  To add an exchange, go to **Add** on top menu.\\ 
- +[{{:cats:procedures:futures:exchange_addexchange.png?|Add on top menu to add exchange}}]
-[{{:cats:procedures:futures:exchangetrades_addmenu.png?|}}]+
  
 Add exchange code and **Apply**.\\  Add exchange code and **Apply**.\\ 
- +[{{:cats:procedures:futures:exchange_addexchangemtl.png?|Add an exchange code}}]
-[{{:cats:procedures:futures:exchangetrades_addexchange.png?|}}]+
  
 Add in the description, currency, etc. and then **Apply** to complete adding the exchange. \\ Add in the description, currency, etc. and then **Apply** to complete adding the exchange. \\
-[{{:cats:procedures:futures:exchangetrades_editreviewexchange.png?|Review Exchange}}]+[{{:cats:procedures:futures:exchange_exchangemtlreview.png?|Continue to add in the exchange}}]
  
 When finished, the edit review screen will appear. Select **Exit** to go back to the list of exchanges.\\ When finished, the edit review screen will appear. Select **Exit** to go back to the list of exchanges.\\
-[{{:cats:procedures:futures:exchangetrades_applyafteredit.png?|}}]+[{{:cats:procedures:futures:exchange_exchangeadded.png?|Review exchange}}]
  
 ====Exchange Product==== ====Exchange Product====
  • cats/procedures/futures/exchangesetup.txt
  • Last modified: 2019/05/28 15:57
  • by jen