# THE SATOSHI TERMINAL The Future of Crypto Intelligence Is Here. The Satoshi Terminal Is Transforming How the World Sees Crypto. {% embed url="" %} {% content-ref url="/pages/W2qsvb5C2hbOXf8eS1aH" %} [Overview](/overview) {% endcontent-ref %} ## User Guide {% content-ref url="/pages/JHwt6WVnnwWDV9xXNZlu" %} [User Guide](/research-suite/user-guide) {% endcontent-ref %} ## Account Setup {% content-ref url="/pages/R2TPvldh4FONbWYAEcVi" %} [Opening an Account](/opening-an-account) {% endcontent-ref %} {% content-ref url="/pages/5xY7Tzj4GPltxyDddzCn" %} [Installation & Procedures](/installation-and-procedures) {% endcontent-ref %} {% content-ref url="/pages/Fe1BLqKLvxkuy1edw6JL" %} [Network Connectivity](/network-connectivity) {% endcontent-ref %} ## Terminal Software {% content-ref url="/pages/9i16u45o2uR3zmRufyjG" %} [Data Coverage](/research-suite/data-coverage) {% endcontent-ref %} {% content-ref url="/pages/4uoMq18hL23lJVUWNhtq" %} [Terminal Commands](/research-suite/terminal-commands) {% endcontent-ref %} {% content-ref url="/pages/8ONPxlZVbhgtugX6ukSB" %} [Portfolio Management](/research-suite/portfolio-management) {% endcontent-ref %} {% content-ref url="/pages/198ZRZCEZHeTmJ1IECKW" %} [Blockchain Infrastructure](/research-suite/blockchain-infrastructure) {% endcontent-ref %} {% content-ref url="/pages/zzNKZmE0ZdIimpyQ9GB9" %} [Electronic Trading](/research-suite/electronic-trading) {% endcontent-ref %} {% content-ref url="/pages/kGB93rh6kzHhKIvXZiW1" %} [DeFi Analytics](/research-suite/analytics/defi-analytics) {% endcontent-ref %} ## Terminal Hardware {% content-ref url="/pages/3AgyG0jrPhH4LVo5mCLA" %} [Shipping & Delivery](/terminal/documentation/shipping-and-delivery) {% endcontent-ref %} {% content-ref url="/pages/CN5SNTHh7mtc2tObcDgr" %} [Sоftware Cоmpatibility](/terminal/documentation/software-compatibility) {% endcontent-ref %} {% content-ref url="/pages/g87Gm5W1PbboFDocMoqh" %} [Documentation](/terminal/documentation) {% endcontent-ref %} {% content-ref url="/pages/Uk4qst0IAvOd8vfjvv5h" %} [Blockchain Keyboard](/terminal/blockchain-keyboard) {% endcontent-ref %} {% content-ref url="/pages/SsQVY3UedrpG3uqfZQ2b" %} [Workstation Specs](/terminal/workstation-specs) {% endcontent-ref %} {% content-ref url="/pages/jjaA8EbWNmgsfwBNGkEh" %} [Hardware Compliance](/terminal/hardware-compliance) {% endcontent-ref %} ## Solutions {% content-ref url="/pages/RUWFxe5ano0vV5QWnzfZ" %} [Broken mention](broken://pages/RUWFxe5ano0vV5QWnzfZ) {% endcontent-ref %} {% content-ref url="/pages/dSlFnSBjzPO4SNP2CIFO" %} [Broken mention](broken://pages/dSlFnSBjzPO4SNP2CIFO) {% endcontent-ref %} {% content-ref url="/pages/oBaKkBkf4cnMiB24301o" %} [Broken mention](broken://pages/oBaKkBkf4cnMiB24301o) {% endcontent-ref %} {% content-ref url="/pages/wxleubgkVIvN4Mgyymqa" %} [Broken mention](broken://pages/wxleubgkVIvN4Mgyymqa) {% endcontent-ref %} {% content-ref url="/pages/E6CGnIea8nVzAqSCuqZQ" %} [Broken mention](broken://pages/E6CGnIea8nVzAqSCuqZQ) {% endcontent-ref %} {% content-ref url="/pages/DGscOxA7beMsmwB8hpet" %} [Broken mention](broken://pages/DGscOxA7beMsmwB8hpet) {% endcontent-ref %} {% content-ref url="/pages/uOJ1GNHzUZFADmts9s7q" %} [Broken mention](broken://pages/uOJ1GNHzUZFADmts9s7q) {% endcontent-ref %} {% content-ref url="/pages/90MRk4mhJjIwvmwB36Y3" %} [Broken mention](broken://pages/90MRk4mhJjIwvmwB36Y3) {% endcontent-ref %} ## Documentation {% content-ref url="/pages/5HGZAnaqBEdN6EODp4iG" %} [System Documentation](/documentation/system-documentation) {% endcontent-ref %} {% content-ref url="/pages/gvWY1hvfCywsSaovK90d" %} [Hardware Documentation](/documentation/hardware-documentation) {% endcontent-ref %} {% content-ref url="/pages/zzHIIcVtbVGfEDWITHpr" %} [Security & Compliance Documentation](/documentation/security-and-compliance-documentation) {% endcontent-ref %} {% content-ref url="/pages/kIUNed0M1XDgGq8kHnK6" %} [Cryptographic Algorithms & Protocols](/documentation/cryptographic-algorithms-and-protocols) {% endcontent-ref %} {% content-ref url="/pages/7pNrMgwfeJaF2oCAX2VH" %} [Blockchain Development Tools & Utilities](/documentation/blockchain-development-tools-and-utilities) {% endcontent-ref %} {% content-ref url="/pages/HElruMMItcM4Yt9yWKoJ" %} [Testing & Performance](/documentation/testing-and-performance) {% endcontent-ref %} {% content-ref url="/pages/s6ejIoVd7PGvNHLiNdvT" %} [Crypto/Blockchain Hardware Requirements](/documentation/crypto-blockchain-hardware-requirements) {% endcontent-ref %} {% content-ref url="/pages/rLDKTmC94SnVRGnlnje1" %} [Blockchain Network Infrastructure](/documentation/blockchain-network-infrastructure) {% endcontent-ref %} {% content-ref url="/pages/7Vj5r1hoYIoGa3NljZDt" %} [External Integrations](/documentation/external-integrations) {% endcontent-ref %} {% content-ref url="/pages/yXUndghayHFzsi5xkvZE" %} [Logging & Monitoring](/documentation/logging-and-monitoring) {% endcontent-ref %} {% content-ref url="/pages/f5yHtD2ed6n8KRb4qhuE" %} [Configuration & Deployment](/documentation/configuration-and-deployment) {% endcontent-ref %} {% content-ref url="/pages/QRG9onoyKdWos8b313eG" %} [Data Privacy & Security](/documentation/data-privacy-and-security) {% endcontent-ref %} {% content-ref url="/pages/JIGO9kLBh8pvrGvXuJTz" %} [Documentation & Knowledge Management](/documentation/documentation-and-knowledge-management) {% endcontent-ref %} ## Resources {% content-ref url="/pages/QVuVpgdYLDRllFkVDyar" %} [API Docs](/resources/api-docs) {% endcontent-ref %} {% content-ref url="/pages/gqcjnnGX5kmy1SosO9jf" %} [FAQs](/resources/faqs) {% endcontent-ref %} {% content-ref url="/pages/3W5QD0GRstwQIDVp6mTU" %} [Video Tutorials](/resources/video-tutorials) {% endcontent-ref %} {% content-ref url="/pages/BDTRvQcfbyxyyzRrPpjp" %} [Knowledgebase](/resources/knowledgebase) {% endcontent-ref %} # Special Credits **Founder (2021-Perm)** -Anthony **Bloomberg Terminal Engineers (2021-2023)** Chief Technology Officer Cloud Infrastructure & DevOps Lead User Interface Designer Platform Architecture Lead Blockchain Integration Specialist Data Pipeline Architect Market Data Aggregators Network Security Manager Infrastructure Automation Engineer Data Ingestion & ETL Engineer Data Operations Manager Lead Systems Architect **System Admin (2022-2023)** -Jayper **Prototypers (2021-2022)** **Sales & GTM (2023-Perm)** -Nikolai -Douglas -Brad -Waqas # Subscription Service ## Free Trial ## Premium Plan ## Subscriptiоn Fees ## Discоunt Prоgrams ## Referral Prоgram ## Refund Pоlicy ## Billing Details ## Subscriptiоn Expiratiоns # Overview Presentation via our Pitchdeck
# Opening an Account {% content-ref url="/pages/G6w7XTXiDnCi33CcvVKG" %} [Service Activation Agreement](/opening-an-account/service-activation-agreement) {% endcontent-ref %} {% content-ref url="/pages/6iqyizWuzeK0uYsLMIiW" %} [Research Usage Policy Agreement](/opening-an-account/research-usage-policy-agreement) {% endcontent-ref %} {% content-ref url="/pages/jSfKcvDDQPAx9EdmtE4n" %} [Automatic Billing Acknowledgment Form](/opening-an-account/automatic-billing-acknowledgment-form) {% endcontent-ref %} {% content-ref url="/pages/aYzeeBgKVEaCzdRsg9L8" %} [Privacy Policy Consent Form](/opening-an-account/privacy-policy-consent-form) {% endcontent-ref %} {% content-ref url="/pages/4N9Xm5Uh5vd56BggtR4F" %} [Unregistered 3rd Party Manager Fоrm](/opening-an-account/unregistered-3rd-party-manager-form) {% endcontent-ref %} {% content-ref url="/pages/dQjj7Jv0Cc5VmcPG8770" %} [Additiоnal Accоunt Request Fоrm](/opening-an-account/additional-account-request-form) {% endcontent-ref %} {% content-ref url="/pages/vwJaSORImgusGQvVlJOv" %} [Discretiоnary Accоunt Agreement](/opening-an-account/discretionary-account-agreement) {% endcontent-ref %} {% content-ref url="/pages/SnBHX5XJOgirpdaJWw2Z" %} [Permissible Use Agreement](/opening-an-account/permissible-use-agreement) {% endcontent-ref %} {% content-ref url="/pages/vbpeY8FJs62ZPwwElPlx" %} [Fоrm W-8BEN](/opening-an-account/form-w-8ben) {% endcontent-ref %} # Service Activation Agreement **1. User Information** * **Account Type**: * `[ ] Individual` * `[ ] Institutional` * **Full Name (for Individual)** or **Entity Name (for Institutional)**:\ `______________________________________________` * **Date of Birth (for Individual)** or **Incorporation Date (for Institutional)**:\ `__________________________` * **Country of Citizenship (Individual)** or **Country of Incorporation (Institutional)**:\ `______________________________________________` * **Contact Information**: * Email Address: `_________________________________________` * Phone Number (include country code): `__________________________` * Mailing Address: * Address Line 1: `_________________________________________` * Address Line 2 (if applicable): `_________________________________________` * City/Town: `_________________________________________` * State/Province: `_________________________________________` * Country: `_________________________________________` * Postal Code: `_________________________________________` *** **2. Account Preferences** * **Service Plan**: * `[ ] Basic` * `[ ] Advanced` * `[ ] Institutional` * `[ ] Other (specify): _______________________________` * **Preferred Payment Method**: * `[ ] Credit/Debit Card` * `[ ] Cryptocurrency (specify): ______________________` * `[ ] Bank Transfer` * **Preferred Billing Frequency**: * `[ ] Monthly` * `[ ] Quarterly` * `[ ] Annually` * **Additional Features** (check if applicable): * `[ ] API Access` * `[ ] Multi-User Collaboration` * `[ ] Historical Data Archives` *** **3. KYC and Compliance Information** *(Required for compliance with Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations)* * **Identity Verification (Individual)**: * Government-Issued ID Type (e.g., Passport, Driver’s License): `__________________________` * ID Number: `__________________________` * Issuing Country: `__________________________` * Upload Copy of ID: `[ ] Uploaded` * **Business Verification (Institutional)**: * Registration Number: `__________________________` * Tax Identification Number (TIN): `__________________________` * Incorporation Certificate Upload: `[ ] Uploaded` *** **4. Security Settings** * **Two-Factor Authentication (2FA)**: * `[ ] Enabled` * `[ ] Not Enabled (I understand this may limit account security)` * **Account Recovery Options**: * `[ ] Email-Based Recovery` * `[ ] Security Questions` * `[ ] Phone-Based Recovery` * **Primary Account Administrator (for Institutional Accounts)**: * Full Name: `_________________________________________` * Email Address: `_________________________________________` * Phone Number: `__________________________` *** **5. Terms and Conditions Acknowledgment** By signing below, I confirm that I have read, understood, and agree to: * The **Terms of Service** governing the use of Satoshi Terminal software services. * The **Privacy Policy** regarding the collection and use of personal and transactional data. * The **Risk Acknowledgment** related to cryptocurrency trading, data analytics, and software features. *** **6. Authorization and Signatures** "I, \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (Full Legal Name), certify that the information provided in this form is accurate and complete to the best of my knowledge. I agree to abide by all terms and conditions outlined by Satoshi Terminal." * **Subscriber Signature**:\ `______________________________________________` * **Date (MM/DD/YYYY)**:\ `______________________________________________` * **Institutional Representative Signature (if applicable)**:\ `______________________________________________` * **Date (MM/DD/YYYY)**:\ `______________________________________________` *** **7. Internal Use Only (For Satoshi Terminal Staff)** * **Form Received By (Name and Employee ID)**:\ `______________________________________________` * **Date/Time of Submission**:\ `______________________________________________` * **KYC/AML Verification Status**: * `[ ] Verified` * `[ ] Pending` * `[ ] Rejected` * **Approval Status**: * `[ ] Approved` * `[ ] Rejected` * `[ ] Requires Additional Documentation` * **Comments/Notes**:\ `______________________________________________` # Research Usage Policy Agreement Guidelines and restrictions for the use of research data, analytics, and reports provided by Satoshi Terminal, ensuring compliance with platform policies, intellectual property laws, and regulatory standards. *** **1. Acknowledgment of Access Rights** 1.1. By accepting this agreement, the user (referred to as "Subscriber") acknowledges that access to research data, analytics, and related materials provided by Satoshi Terminal (referred to as "Platform") is granted on a non-exclusive, non-transferable basis.\ 1.2. The Subscriber agrees that access to such materials is limited to the Subscriber’s account and may not be extended to unauthorized individuals or entities without explicit written permission from the Platform. *** **2. Permissible Use** 2.1. The Subscriber may use research data solely for: * a. Personal investment decision-making. * b. Internal research and analysis. * c. Academic purposes, provided appropriate attribution is given.\ 2.2. The Subscriber is prohibited from: * a. Utilizing data for illegal or unethical activities, including but not limited to insider trading, market manipulation, or fraudulent representation. * b. Modifying, decompiling, reverse-engineering, or creating derivative works based on research data or analytics. *** **3. Attribution Requirements** 3.1. Any published material, report, or analysis derived from the Platform’s data must include proper attribution to Satoshi Terminal as the source.\ 3.2. The Subscriber must refrain from implying endorsement by the Platform in any external publication or presentation. *** **4. Data Redistribution Restrictions** 4.1. Redistribution of data, whether in its original form or as part of an analysis, is strictly prohibited unless prior written consent has been obtained.\ 4.2. Unauthorized redistribution includes, but is not limited to: * a. Sharing data with third-party vendors or platforms. * b. Publishing data on public forums, websites, or social media. * c. Integrating data into third-party systems without a redistribution license. *** **5. Compliance with Regulatory Standards** 5.1. The Subscriber agrees to adhere to all applicable laws, regulations, and standards, including: * a. Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements. * b. Regulations issued by relevant financial authorities (e.g., SEC, FCA, ESMA).\ 5.2. The Subscriber must immediately notify the Platform of any suspected misuse of data or breach of this agreement. *** **6. Data Accuracy and Limitations** 6.1. The Subscriber acknowledges that research data and analytics are provided "as-is" without any guarantee of accuracy, completeness, or reliability.\ 6.2. The Platform is not liable for any decisions, losses, or damages arising from the use of research data or analytics. *** **7. Intellectual Property Rights** 7.1. All research data, reports, and analytics remain the exclusive intellectual property of Satoshi Terminal or its licensors.\ 7.2. No ownership rights are transferred to the Subscriber under this agreement.\ 7.3. The Subscriber agrees not to challenge the Platform’s ownership of intellectual property or assist others in doing so. *** **8. Termination of Access** 8.1. The Platform reserves the right to terminate access to research data and analytics without prior notice in the event of: * a. Breach of this agreement. * b. Misuse of data or non-compliance with regulatory standards. * c. Non-payment of subscription fees.\ 8.2. Upon termination, the Subscriber must cease using and delete all research data obtained through the Platform. *** **9. Indemnification** 9.1. The Subscriber agrees to indemnify and hold harmless Satoshi Terminal, its affiliates, and licensors from any claims, damages, or liabilities arising from: * a. Misuse of research data or analytics. * b. Breach of this agreement. * c. Violations of applicable laws or regulations. *** **10. Governing Law and Dispute Resolution** 10.1. This agreement is governed by the laws of \[Insert Jurisdiction].\ 10.2. Any disputes arising under this agreement shall be resolved through binding arbitration in accordance with the rules of the \[Insert Arbitration Body]. *** **11. Acceptance of Terms** "I, \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (Full Legal Name), acknowledge that I have read, understood, and agree to abide by the terms of this Research Usage Policy Agreement. I accept full responsibility for the proper use of research data and analytics provided by Satoshi Terminal." * **Subscriber Signature**: `______________________________________________` * **Date (MM/DD/YYYY)**: `______________________________________________` *** **12. Internal Use Only (For Satoshi Terminal Staff)** * **Form Received By (Name and Employee ID)**: `______________________________________________` * **Date/Time of Submission**: `______________________________________________` * **Approval Status**: * `[ ] Approved` * `[ ] Rejected` * `[ ] Requires Additional Documentation` * **Comments/Notes**: `______________________________________________` *** # Automatic Billing Acknowledgment Form **Purpose**: To ensure users acknowledge and agree to the terms of automatic billing for subscription services provided by Satoshi Terminal. This form outlines the payment schedule, cancellation policy, and responsibilities of the user. *** **1. Subscriber Information** * **Full Name or Entity Name**:\ `______________________________________________` * **Satoshi Terminal Account ID**:\ `______________________________________________` * **Contact Information**: * **Email Address**: `_________________________________________` * **Phone Number**: `_________________________________________` *** **2. Billing Details** 2.1. **Subscription Plan**: * `[ ] Basic` * `[ ] Advanced` * `[ ] Institutional` * `[ ] Other (specify): _______________________________` 2.2. **Billing Frequency**: * `[ ] Monthly` * `[ ] Quarterly` * `[ ] Annually` 2.3. **Subscription Fee**: * Amount: `__________ USD` * Applicable Taxes: `__________ USD` * Total Billed Amount: `__________ USD` *** **3. Automatic Billing Terms** 3.1. **Payment Method**: * `[ ] Credit/Debit Card` * `[ ] Cryptocurrency (specify): _______________________________` * `[ ] Bank Transfer` 3.2. **Billing Cycle**: * The subscription fee will be automatically charged at the beginning of each billing cycle. 3.3. **Payment Date**: * First Payment Date: `__________________________` * Recurring Payment Date: `__________________________` 3.4. **Renewal Policy**: * All subscriptions are set to auto-renew by default unless canceled by the Subscriber. 3.5. **Payment Authorization**: * By agreeing to this acknowledgment, the Subscriber authorizes Satoshi Terminal to charge the specified payment method for all subscription fees, including applicable taxes, until the subscription is canceled. *** **4. Cancellation Policy** 4.1. **Cancellation Window**: * Subscribers may cancel their subscription at any time, but cancellations must be made at least 5 business days before the next billing date to avoid being charged for the next cycle. 4.2. **Refund Policy**: * No refunds will be issued for partial billing periods or unused portions of the subscription. 4.3. **Cancellation Method**: * Cancellations can be initiated via: * `[ ] Satoshi Terminal Account Settings` * `[ ] Customer Support (support@ii4i.net)` 4.4. **Post-Cancellation Access**: * Subscribers retain access to their account features until the end of the current billing cycle. *** **5. Acknowledgments and Responsibilities** 5.1. **User Responsibility**: * The Subscriber is responsible for ensuring their payment method is valid and has sufficient funds to cover subscription charges. 5.2. **Failed Payment Policy**: * In the event of a failed payment, the Subscriber will be notified, and access to services may be temporarily suspended until the issue is resolved. 5.3. **Changes to Subscription Fees**: * Satoshi Terminal reserves the right to adjust subscription fees with a 30-day prior notice to the Subscriber. 5.4. **Agreement to Terms**: * By accepting this acknowledgment, the Subscriber agrees to abide by all terms outlined in this form. *** **6. Authorization and Signature** "I, \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (Full Legal Name), acknowledge and agree to the automatic billing terms, cancellation policy, and responsibilities outlined in this agreement. I authorize Satoshi Terminal to charge my selected payment method for subscription fees and applicable taxes as described." * **Subscriber Signature**:\ `______________________________________________` * **Date (MM/DD/YYYY)**:\ `______________________________________________` *** **7. Internal Use Only (For Satoshi Terminal Staff)** * **Form Received By (Name and Employee ID)**:\ `______________________________________________` * **Date/Time of Submission**:\ `______________________________________________` * **Verification Checklist**: * `[ ] Payment Method Verified` * `[ ] Billing Frequency Confirmed` * `[ ] Subscription Tier Verified` * **Approval Status**: * `[ ] Approved` * `[ ] Rejected` * `[ ] Requires Additional Information` * **Comments/Notes**:\ `______________________________________________` # Privacy Policy Consent Form **Purpose**: To obtain user consent for the collection, processing, storage, and use of personal and transactional data in accordance with Satoshi Terminal's Privacy Policy. *** **1. User Information** * **Full Name or Entity Name**:\ `______________________________________________` * **Satoshi Terminal Account ID**:\ `______________________________________________` * **Contact Information**: * **Email Address**: `_________________________________________` * **Phone Number**: `_________________________________________` *** **2. Overview of Data Usage** 2.1. **Data Collected**: * Personal Information (e.g., name, contact details, billing address). * Transactional Data (e.g., trade history, account balances, subscription details). * Usage Data (e.g., platform activity, device identifiers, IP addresses). 2.2. **Purpose of Data Usage**: * To provide and enhance platform services. * To ensure compliance with legal and regulatory requirements (e.g., AML, KYC). * To generate anonymized insights for improving user experience. 2.3. **Data Sharing**: * Data may be shared with: * Authorized third-party service providers (e.g., payment processors). * Regulatory authorities, as required by law. * Data partners for research and analysis (in anonymized form). *** **3. Rights of the User** 3.1. **Access and Correction**: * Users have the right to request access to their personal data and correct inaccuracies. 3.2. **Data Portability**: * Users may request their data in a machine-readable format for portability. 3.3. **Data Deletion**: * Users have the right to request the deletion of their personal data, subject to legal and regulatory retention requirements. 3.4. **Consent Withdrawal**: * Users may withdraw consent for specific types of data processing, which may affect platform functionality. *** **4. Security and Confidentiality** 4.1. **Data Protection Measures**: * Satoshi Terminal employs advanced encryption, access controls, and monitoring systems to protect user data. 4.2. **Confidentiality Commitment**: * Satoshi Terminal will not sell, rent, or disclose personal data to unauthorized third parties. *** **5. Acknowledgments** "I, \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (Full Legal Name), acknowledge and agree to the collection, processing, storage, and use of my personal and transactional data in accordance with the Satoshi Terminal Privacy Policy. I understand my rights regarding data access, correction, deletion, and withdrawal of consent, and I acknowledge that certain functionalities may be limited if consent is withdrawn." * **Subscriber Signature**:\ `______________________________________________` * **Date (MM/DD/YYYY)**:\ `______________________________________________` *** **6. Internal Use Only (For Satoshi Terminal Staff)** * **Form Received By (Name and Employee ID)**:\ `______________________________________________` * **Date/Time of Submission**:\ `______________________________________________` * **Verification Checklist**: * `[ ] User Data Verified` * `[ ] Consent Documented` * `[ ] Privacy Policy Provided to User` * **Approval Status**: * `[ ] Approved` * `[ ] Rejected` * `[ ] Requires Additional Information` * **Comments/Notes**:\ `______________________________________________` # Unregistered 3rd Party Manager Fоrm **1. Account Holder Information** * **Full Name of Account Holder**:\ `______________________________________________` * **Satoshi Terminal Account ID**:\ `______________________________________________` * **Registered Email Address**:\ `______________________________________________` * **Contact Number**:\ `______________________________________________` *** **2. Third-Party Manager Information** * **Full Name of Third-Party Manager or Entity**:\ `______________________________________________` * **Contact Information**: * Email Address: `_________________________________________` * Phone Number: `_________________________________________` * **Relationship to Account Holder**:\ `[ ] Financial Advisor`\ `[ ] Family Member`\ `[ ] Business Partner`\ `[ ] Other (specify): _______________________________` * **Proof of Identity/Business License (if applicable)**: * Document Type: `_________________________________________` * Document Number: `_________________________________________` * Issuing Authority: `_________________________________________` *** **3. Scope of Authority** * **Authorized Activities** (select all that apply): * `[ ] Trading of cryptocurrencies` * `[ ] Portfolio rebalancing` * `[ ] Staking and yield generation` * `[ ] Withdrawals (up to $________ per day)` * `[ ] Other (specify): _______________________________` * **Prohibited Activities**: * `[ ] Margin trading` * `[ ] High-risk strategies` * `[ ] Other (specify): _______________________________` * **Duration of Authorization**: * Start Date: `__________________________` * End Date (if applicable): `__________________________` * `[ ] Indefinite until revoked` *** **4. Compensation Terms (if applicable)** * **Compensation Structure**: * `[ ] Performance-Based Fee (e.g., __% of profits)` * `[ ] Fixed Fee (e.g., monthly/annual amount)` * `[ ] Other (specify): _______________________________` * **Payment Method**: * `[ ] Deducted from Account Balance` * `[ ] Separate Invoice` *** **5. Security and Compliance** * **Manager Access Permissions**: * `[ ] Full Account Access` * `[ ] Limited Access (specify): _________________________` * `[ ] View-Only Access` * **Security Measures**: * `[ ] Multi-Factor Authentication (MFA)` * `[ ] IP Whitelisting for Manager Access` * **Compliance Acknowledgment**:\ `[ ] The manager agrees to comply with Satoshi Terminal’s terms, including KYC and AML requirements.` *** **6. Risk Acknowledgment and Liability** * **Account Holder Declaration**:\ `[ ] I understand the risks associated with granting discretionary authority to a third-party manager and accept full responsibility for all activities conducted by the manager.` * **Indemnity Clause**:\ `[ ] I release Satoshi Terminal from any liability arising from the actions of the third-party manager unless in violation of the agreed-upon terms.` *** **7. Authorization and Signatures** * **Account Holder Authorization Statement**:\ “I, \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (Full Legal Name), authorize \[Third-Party Manager Name] to perform the activities specified in this agreement on my behalf. I confirm that the details provided are accurate and agree to the outlined terms.” * **Account Holder Signature**:\ `______________________________________________` * **Date (MM/DD/YYYY)**:\ `______________________________________________` * **Third-Party Manager Signature**:\ `______________________________________________` * **Date (MM/DD/YYYY)**:\ `______________________________________________` *** **8. Terms and Conditions** * `[ ] I have read and agree to the Satoshi Terminal Terms of Service and Privacy Policy.` * `[ ] I understand that this agreement can be terminated by either party with proper notice as specified in Section 3.` *** **9. Internal Use Only (For Satoshi Terminal Staff)** * **Form Received By (Name and Employee ID)**:\ `______________________________________________` * **Date/Time of Submission**:\ `______________________________________________` * **Compliance Verification Checklist**: * `[ ] Account Holder KYC Verified` * `[ ] Third-Party Manager Identity Verified` * `[ ] Permissions and Scope of Authority Approved` * **Approval Status**: * `[ ] Approved` * `[ ] Rejected` * `[ ] Requires Additional Documentation` * **Comments/Notes**:\ `______________________________________________` # Additiоnal Accоunt Request Fоrm #### **Additional Account Request Form** *** **1. Primary Account Information** * **Account Holder Name**:\ `______________________________________________` * **Satoshi Terminal Account ID**:\ `______________________________________________` * **Registered Email Address**:\ `______________________________________________` * **Contact Number**:\ `______________________________________________` *** **2. Reason for Additional Account Request** * **Purpose of Additional Account** (select all that apply): * `[ ] Separate Strategy Management` * `[ ] Diversification Across Asset Classes` * `[ ] High-Risk Strategy Isolation` * `[ ] Custodial vs. Non-Custodial Needs` * `[ ] Other (specify): _______________________________` *** **3. New Account Preferences** * **Account Type**: * `[ ] Trading` * `[ ] Custodial Wallet` * `[ ] Staking/Lending Account` * `[ ] Other (specify): _______________________________` * **Asset Classes for New Account** (select all that apply): * `[ ] Bitcoin (BTC)` * `[ ] Ethereum (ETH)` * `[ ] Stablecoins (e.g., USDT, USDC)` * `[ ] Altcoins (please specify): _____________________` * `[ ] Other: _______________________________` * **Risk Tolerance for This Account**: * `[ ] Low` * `[ ] Moderate` * `[ ] High` * **Leverage Preferences (if applicable)**: * `[ ] No Leverage` * `[ ] Up to 2x` * `[ ] Up to 5x` * `[ ] Other: _______________________________` *** **4. Security and Permissions** * **Security Features**: * `[ ] Multi-Factor Authentication (MFA)` * `[ ] Biometric Verification` * `[ ] Cold Wallet Integration` * **Access Permissions**: * `[ ] View-Only Access` * `[ ] Full Trading Access` * `[ ] Limited Withdrawal Permissions` * **Account Recovery Preferences**: * `[ ] Email-Based Recovery` * `[ ] Security Question Verification` * `[ ] Other: _______________________________` *** **5. Acknowledgments and Agreements** * **Account Holder Declaration**:\ `[ ] I understand that this additional account will be subject to the same Terms of Service and policies as my primary account.`\ `[ ] I acknowledge that any fees associated with the new account will be automatically deducted from my balance.` * **Acknowledgment of Separate Policies**:\ `[ ] I understand that balances and activity in this account will not affect or overlap with my primary account unless explicitly linked.` *** **6. Authorization and Signatures** * **Authorization Statement**:\ “I, \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (Full Legal Name), request the creation of an additional account under my Satoshi Terminal profile. I confirm that the information provided in this form is accurate and agree to abide by all platform terms and policies.” * **Account Holder Signature**:\ `______________________________________________` * **Date (MM/DD/YYYY)**:\ `______________________________________________` *** **7. Internal Use Only (For Satoshi Terminal Staff)** * **Form Received By (Name and Employee ID)**:\ `______________________________________________` * **Date/Time of Submission**:\ `______________________________________________` * **Compliance and Approval Checklist**: * `[ ] User Identity Verified` * `[ ] Justification for Additional Account Approved` * `[ ] Account Type and Preferences Verified` * **Approval Status**: * `[ ] Approved` * `[ ] Rejected` * `[ ] Requires Additional Documentation` * **Comments/Notes**:\ `______________________________________________` # Discretiоnary Accоunt Agreement **1. Account Holder Information** * **Full Name of Account Holder**:\ `______________________________________________` * **Satoshi Terminal Account ID**:\ `______________________________________________` * **Contact Information**: * Email Address: `_________________________________________` * Phone Number: `_________________________________________` *** **2. Designated Manager Information** * **Manager/Entity Name**:\ `______________________________________________` * **License or Certification (if applicable)**:\ `______________________________________________` * **Contact Information**: * Email Address: `_________________________________________` * Phone Number: `_________________________________________` * **Relationship to Account Holder**:\ `______________________________________________` *** **3. Scope of Discretionary Authority** * **Activities Permitted Under This Agreement**: * `[ ] Asset Allocation Decisions` * `[ ] Cryptocurrency Trading` * `[ ] Staking and Yield Strategies` * `[ ] Margin Trading (if applicable)` * `[ ] Other (specify): _______________________________` * **Prohibited Activities** (if applicable):\ `______________________________________________` * **Investment Limits**: * Maximum Investment per Trade: `___________ USD/Crypto` * Daily/Weekly Trading Limit: `___________ USD/Crypto` * **Duration of Authority**: * Start Date: `__________________________` * End Date (if applicable): `__________________________` * `[ ] Indefinite Until Revoked` *** **4. Manager Compensation** * **Compensation Type**: * `[ ] Performance-Based (e.g., percentage of profits)` * `[ ] Fixed Fee (e.g., monthly or annual rate)` * `[ ] Other (specify): _______________________________` * **Payment Details**: * **Frequency**: `[ ] Monthly [ ] Quarterly [ ] Annually` * **Method**: `[ ] Deducted from Account Balance [ ] Separate Invoice` *** **5. Risk Disclosure and Acknowledgment** * **Account Holder Declaration**:\ `[ ] I understand and acknowledge that cryptocurrency investments involve significant risks, including the potential loss of all invested funds.` * **Indemnity Clause**:\ `[ ] I agree to hold the manager/entity harmless for any losses resulting from market volatility or other factors beyond their control.` * **Acknowledgment of Irreversible Transactions**:\ `[ ] I understand that cryptocurrency transactions cannot be reversed once executed on the blockchain.` *** **6. Termination Conditions** * **Agreement Termination by Account Holder**:\ `[ ] Termination requires written notice of _______ days.` * **Automatic Termination Triggers**: * `[ ] Violation of Terms` * `[ ] Inactivity for _______ days.` * `[ ] Other (specify): _______________________________` *** **7. Security Measures** * **Access Permissions**: * `[ ] Full Access` * `[ ] Limited to Trading Only` * `[ ] View-Only Access for Reports` * **Multi-Factor Authentication (MFA)**:\ `[ ] Enabled`\ `[ ] Not Enabled` *** **8. Authorization and Signatures** * **Authorization Statement**:\ “I, \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (Full Legal Name), authorize \[Manager/Entity Name] to execute the activities specified in this agreement on my behalf. I confirm that I have reviewed and accept all terms and conditions outlined in this agreement.” * **Account Holder Signature**:\ `______________________________________________` * **Date (MM/DD/YYYY)**:\ `______________________________________________` * **Manager/Entity Signature**:\ `______________________________________________` * **Date (MM/DD/YYYY)**:\ `______________________________________________` *** **9. Terms and Conditions** * `[ ] I have read and agree to the Satoshi Terminal Terms of Service.` * `[ ] I understand that failure to comply with platform policies may result in the termination of this agreement.` *** **10. Internal Use Only (For Satoshi Terminal Staff)** * **Form Reviewed By (Name and Employee ID)**:\ `______________________________________________` * **Review Date/Time**:\ `______________________________________________` * **Compliance Status**: * `[ ] Approved` * `[ ] Rejected` * `[ ] Additional Information Required` * **Comments/Notes**:\ `______________________________________________` # Permissible Use Agreement **Purpose**: To outline the acceptable and prohibited uses of Satoshi Terminal’s platform, data, analytics, and tools, ensuring compliance with ethical, legal, and regulatory standards. *** **1. User Information** * **Full Name or Entity Name**:\ `______________________________________________` * **Satoshi Terminal Account ID**:\ `______________________________________________` * **Contact Information**: * **Email Address**: `_________________________________________` * **Phone Number**: `_________________________________________` *** **2. Permissible Uses** By signing this agreement, the user (referred to as "Subscriber") agrees to use Satoshi Terminal’s services for the following permissible purposes:\ 2.1. **Research and Analysis**: * Conducting financial research, market analysis, and investment decision-making.\ 2.2. **Personal or Institutional Investment**: * Managing cryptocurrency portfolios, executing trades, and monitoring performance.\ 2.3. **Academic and Educational Purposes**: * Utilizing data for academic studies or non-commercial educational purposes with proper attribution.\ 2.4. **Internal Use**: * Integrating data within the Subscriber’s internal systems for operational purposes, subject to applicable licensing agreements. *** **3. Prohibited Uses** The Subscriber agrees **NOT** to engage in the following activities:\ 3.1. **Illegal Activities**: * Using the platform for any activities that violate local, national, or international laws, including but not limited to: * Insider trading. * Money laundering. * Fraud or misrepresentation. 3.2. **Data Redistribution**: * Redistributing, reselling, or sublicensing data, reports, or analytics provided by the platform to third parties without explicit authorization. 3.3. **Unethical Practices**: * Using the platform to manipulate markets, spread false information, or engage in other unethical activities. 3.4. **Reverse Engineering**: * Modifying, decompiling, or reverse-engineering proprietary tools, models, or algorithms provided by the platform. 3.5. **Excessive API Usage**: * Exceeding API rate limits or deploying automated systems that overload platform resources without prior approval. 3.6. **Unauthorized Access**: * Attempting to access, modify, or retrieve data or tools outside the Subscriber’s authorized scope. *** **4. Compliance with Regulatory Standards** 4.1. **Adherence to Laws**: * The Subscriber agrees to comply with all applicable laws and regulations governing the use of financial data and analytics.\ 4.2. **Global Regulations**: * Subscribers in jurisdictions governed by the SEC, FCA, ESMA, or equivalent authorities agree to adhere to specific rules and guidelines set forth by these bodies. *** **5. Monitoring and Enforcement** 5.1. **Platform Oversight**: * Satoshi Terminal reserves the right to monitor user activity to ensure compliance with this agreement.\ 5.2. **Violation Penalties**: * Violations of this agreement may result in: * Suspension or termination of account access. * Legal action or referral to regulatory authorities. * Financial penalties for damages caused by prohibited activities. *** **6. Limitation of Liability** 6.1. **Platform Liability**: * Satoshi Terminal is not liable for any damages resulting from improper or unauthorized use of the platform.\ 6.2. **User Responsibility**: * The Subscriber accepts full responsibility for actions performed on their account and any consequences arising from misuse. *** **7. Acknowledgment and Acceptance** "I, \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (Full Legal Name), acknowledge that I have read, understood, and agree to abide by the terms outlined in this Permissible Use Agreement. I understand that any violation of these terms may result in account suspension, legal action, or other penalties as deemed appropriate by Satoshi Terminal." * **Subscriber Signature**:\ `______________________________________________` * **Date (MM/DD/YYYY)**:\ `______________________________________________` *** **8. Internal Use Only (For Satoshi Terminal Staff)** * **Form Received By (Name and Employee ID)**:\ `______________________________________________` * **Date/Time of Submission**:\ `______________________________________________` * **Verification Checklist**: * `[ ] User Identity Verified` * `[ ] Agreement Terms Accepted` * `[ ] Compliance Check Completed` * **Approval Status**: * `[ ] Approved` * `[ ] Rejected` * `[ ] Requires Additional Information` * **Comments/Notes**:\ `______________________________________________` # Fоrm W-8BEN #### **Form W-8BEN** **Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting**\ **Purpose**: To establish the account holder's foreign status, claim tax treaty benefits (if applicable), and ensure proper withholding of U.S. taxes on relevant transactions. *** **1. Identification of Beneficial Owner** * **Full Name of Individual or Entity (Beneficial Owner)**: * **Country of Citizenship (Individual)** or **Country of Incorporation (Entity)**: * **Permanent Residence Address (Do not use a P.O. Box)**: * Address Line 1: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * Address Line 2 (if applicable): \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * City/Town: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * State/Province (if applicable): \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * Country: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * Postal Code: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * **Mailing Address (if different from above)**: * Address Line 1: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * Address Line 2 (if applicable): \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * City/Town: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * State/Province (if applicable): \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * Country: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * Postal Code: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ *** **2. U.S. Taxpayer Identification Number (TIN)** * **Foreign Tax Identification Number (FTIN)**: * **U.S. Taxpayer Identification Number (if applicable)**: *** **3. Claim of Tax Treaty Benefits (if applicable)** * **Country of Residence for Tax Purposes**: * **Treaty Article** (applicable to reduced withholding rate): * **Explain Conditions of Treaty Benefit**: * **Special Rates or Exemptions Claimed**:\ ☐ Dividends: \_\_\_\_\_\_\_ %\ ☐ Interest: \_\_\_\_\_\_\_ %\ ☐ Royalties: \_\_\_\_\_\_\_ %\ ☐ Other (specify): \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ *** **4. Certification** Under penalties of perjury, I declare that I have examined the information on this form and to the best of my knowledge and belief, it is true, correct, and complete. I further certify under penalties of perjury that: 1. I am the beneficial owner (or am authorized to sign for the beneficial owner) of all the income to which this form relates. 2. The person named on this form is not a U.S. person. 3. The income to which this form relates is:\ a. Not effectively connected with the conduct of a trade or business in the United States,\ b. Effectively connected but is exempt from tax under a tax treaty, or\ c. The partner’s share of a partnership’s effectively connected income. 4. I am a resident of the treaty country listed above (if applicable) within the meaning of the income tax treaty between that country and the United States. 5. For broker transactions or barter exchanges, the beneficial owner is an exempt foreign person as defined in the instructions. *** * **Signature of Beneficial Owner (or Authorized Representative)**: * **Printed Name of Signatory**: * **Date**: * **Capacity in Which Acting (if applicable)**: *** **5. Terms and Conditions** * ☐ I acknowledge that failure to complete this form accurately may result in incorrect tax withholding. * ☐ I understand that the information provided on this form may be reported to the U.S. Internal Revenue Service (IRS) and tax authorities in my country of residence. *** **6. For Internal Use Only** * **Form Received By (Name and Employee ID)**: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * **Date/Time of Submission**: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ * **Review Status**:\ ☐ Verified\ ☐ Incomplete – Requires Additional Information\ ☐ Rejected * **Comments**: *** # Installation & Procedures #### **1. Introduction** This document provides end-users with detailed steps to install, configure, and use the Crypto Bloomberg Terminal alternative. It ensures a smooth setup and onboarding experience while highlighting key troubleshooting tips and operational guidelines. *** #### **2. System Prerequisites** 2.1. **Minimum System Requirements** * **Operating System**: Windows 10/11, macOS Ventura, or Ubuntu 22.04. * **Processor**: Quad-core 3.0 GHz (Intel i5 or higher). * **Memory**: 8 GB RAM (16 GB recommended). * **Storage**: 250 GB free SSD space. * **Network**: Stable internet connection with a minimum speed of 10 Mbps. 2.2. **Software Dependencies** * **Browser**: Latest version of Chrome, Firefox, or Safari. * **Additional Software**: * Python 3.10 (optional for scripting tools). * Excel (for integrated financial modeling). *** #### **3. Installation Process** 3.1. **Downloading the Software** * Visit the official website: ****. * Choose the appropriate installer for your operating system: * `.exe` for Windows. * `.dmg` for macOS. * `.deb` for Ubuntu/Linux. 3.2. **Installing the Software** **Windows:** 1. Double-click the `.exe` file to launch the installer. 2. Follow the on-screen instructions to select the installation directory. 3. Enable the option to "Add Terminal to Desktop" for quick access. 4. Click "Install" and wait for the process to complete. **macOS:** 1. Open the `.dmg` file and drag the Crypto Terminal icon to the Applications folder. 2. Open **System Preferences > Security & Privacy** to allow permissions if prompted. 3. Launch the application from the Applications folder. **Ubuntu/Linux:** 1. Open a terminal and navigate to the directory containing the `.deb` file. 2. Run the following command: ```bash bashCopy codesudo dpkg -i crypto-terminal.deb ``` 3. Resolve missing dependencies (if any): ```bash bashCopy codesudo apt-get install -f ``` 3.3. **Initial Launch** * Open the terminal application from the start menu or desktop shortcut. * Log in using the credentials provided during registration. * Follow the guided setup wizard to configure your workspace. *** #### **4. User Configuration** 4.1. **Setting Up Your Profile** * Navigate to **Settings > Profile**. * Add personal details, such as: * Default fiat currency (USD, EUR, etc.). * Preferred exchanges and data feeds. * Notification preferences (email, SMS, push). 4.2. **Customizing Dashboards** * Access **Dashboards > Create New Dashboard**. * Drag and drop widgets, such as: * **Price Charts**: Real-time crypto prices. * **Portfolio Tracker**: Add your holdings for automatic updates. * **News Feed**: Select topics like DeFi, NFTs, or specific coins. 4.3. **API Integration** * Navigate to **Settings > API Keys**. * Add API keys from exchanges (e.g., Binance, Coinbase, Kraken). * Enable features like automated trading or real-time market orders. *** #### **5. Operational Procedures** 5.1. **Logging In** * Enter your email and password on the login screen. * If MFA is enabled, input the TOTP code from your authenticator app. 5.2. **Navigating the Interface** * **Home Page**: Overview of market trends, key indicators, and your portfolio. * **Search Bar**: Quickly search for coins, exchanges, or market data. * **Sidebar**: * **Markets**: Live market data. * **Tools**: Access charting, backtesting, and sentiment analysis tools. * **Portfolio**: Monitor your holdings and P\&L. 5.3. **Running Analysis** * Open **Tools > Advanced Charting** to analyze price action. * Access **Backtesting** under the Strategy tab to simulate historical trades. * Use **Sentiment Analysis** to evaluate market mood using AI-powered insights. 5.4. **Notifications** * Enable real-time alerts for: * Price movements (e.g., BTC > $50,000). * Portfolio changes. * Exchange downtime or anomalies. *** #### **6. Troubleshooting** 6.1. **Common Issues** * **Application Doesn’t Start**: * Windows/macOS: Restart your system and ensure permissions are granted. * Linux: Check for missing libraries: ```bash bashCopy codeldd /usr/bin/crypto-terminal ``` * **Data Not Updating**: * Verify your internet connection. * Check API key validity under **Settings > API Keys**. 6.2. **Resetting the Application** * Navigate to **Settings > Reset Application** to restore defaults. * Clear cache and temporary data: ```bash bashCopy coderm -rf ~/.crypto_terminal/cache ``` *** #### **7. Advanced Features** 7.1. **Scripting Tools** * Access **Developer Tools > Scripting Console** for Python-based automation. * Example: Fetching real-time data for BTC-USD: ```python pythonCopy codefrom terminal.api import get_price print(get_price("BTC", "USD")) ``` 7.2. **Plugins** * Install third-party plugins via **Settings > Plugins**. * Supported examples: * Advanced candlestick patterns. * Risk management calculators. *** #### **8. Updates and Maintenance** 8.1. **Software Updates** * Updates are automatic by default. * To manually check for updates: * Navigate to **Help > Check for Updates**. 8.2. **Data Backups** * Enable automatic backups under **Settings > Data Management**. * Backup files are stored in `~/CryptoTerminal/Backups/`. 8.3. **Uninstallation** **Windows/macOS:** * Use the uninstaller in the application directory. **Linux:** * Remove the application with: ```bash bashCopy codesudo apt-get remove crypto-terminal ``` *** #### # Network Connectivity #### **1. Overview** This document provides a comprehensive and technically detailed guide to the network connectivity requirements, configurations, and optimization strategies for **The Satoshi Terminal**. Designed as an institutional-grade platform for the crypto economy, **The Satoshi Terminal** delivers real-time market analytics, data visualization, and high-performance trading tools. This guide ensures secure, low-latency, and robust connectivity for optimal system functionality. *** #### **2. Network Requirements** **2.1 Bandwidth Requirements** * **Baseline Usage**: * **Minimum**: 10 Mbps (download) / 2 Mbps (upload). Suitable for small-scale individual users performing basic analytics and monitoring. * **Recommended**: 50 Mbps symmetric. Ensures seamless real-time data streaming, portfolio updates, and chart rendering. * **High-Volume Usage**: * **Institutional/Corporate Setup**: 100 Mbps or higher. Required for environments with multiple concurrent users or heavy computational demands, such as algorithmic trading and live market modeling. **2.2 Latency Requirements** * **Real-Time Streaming**: * Acceptable Latency: ≤ 100ms to core servers at `api.satoshiterminal.io`. * Critical Performance Threshold: ≤ 50ms for high-frequency trading (HFT) or arbitrage applications. * **Data Processing and Analytics**: * Maximum acceptable round-trip delay for API calls: 150ms. * Minimum jitter tolerance: ≤ 5ms to ensure consistent data packet delivery. **2.3 Protocol Specifications** * **Mandatory Protocols**: * **HTTPS (Port 443)**: Secure communication with the terminal's backend API endpoints. * **WebSocket (Port 443 or 8443)**: Bi-directional real-time communication for market data feeds, alert notifications, and portfolio updates. * **AMQP (Port 5671)**: Used for internal messaging within distributed microservices (optional for certain corporate setups). * **Optional Protocols**: * **SFTP (Port 22)**: Secure transfer of logs, reports, or bulk datasets between local machines and **The Satoshi Terminal** servers. * **SNMP (Port 161)**: For monitoring terminal network traffic performance and identifying bottlenecks. **2.4 Firewall Configuration** * **Whitelisted Ports**: * **443**: Core data communication (HTTPS and WebSocket). * **9200**: Elasticsearch communication (if deploying on-premises infrastructure). * **5671**: Message queue communication. * **8080**: Optional port for local web-based monitoring dashboards. * **Server Whitelisting**: * Add the following fully qualified domain names (FQDNs) to the firewall's trusted list: * `api.satoshiterminal.io` * `ws.satoshiterminal.io` * `updates.satoshiterminal.io` * **Traffic Control**: * Block non-essential UDP traffic to reduce potential attack vectors, except for DNS and NTP services. **2.5 Encryption and Security** * **Transport Layer Security**: * Enforce **TLS 1.3** for all data transmission, ensuring modern cryptographic standards. * Disable deprecated protocols (e.g., SSL and TLS 1.0/1.1). * **Data Integrity**: * Use message authentication codes (MAC) to verify the integrity of transmitted packets. * Periodic key rotation for API tokens and encryption certificates to reduce exposure risk. **2.6 DNS and Time Synchronization** * **DNS Settings**: * Use enterprise-grade DNS providers, such as: * Google Public DNS: 8.8.8.8 / 8.8.4.4 * Cloudflare DNS: 1.1.1.1 / 1.0.0.1 * **Time Synchronization**: * Synchronize with NTP servers to avoid discrepancies in time-sensitive trading operations: * `time.google.com` * `pool.ntp.org` *** #### **3. Network Architecture** **3.1 Recommended Topology** * **Home Office Setup**: * Direct internet connection through a high-speed modem or router. * Use a wired Ethernet connection for stability; avoid Wi-Fi for high-frequency trading. * **Corporate Network**: * Implement segregated VLANs for crypto terminal traffic to isolate critical data streams from general network traffic. * Deploy enterprise-grade switches and routers capable of managing low-latency data paths (e.g., Cisco Catalyst or Juniper EX Series). **3.2 Load Balancing and Failover** * **Load Balancers**: * Use application-aware load balancers (e.g., NGINX, HAProxy) to distribute terminal traffic across multiple nodes. * **Failover Mechanisms**: * Configure dual ISPs for automatic failover, ensuring uninterrupted data flow during outages. **3.3 Cloud Connectivity** * For cloud-hosted environments: * Establish dedicated VPN tunnels to **The Satoshi Terminal** cloud servers to ensure security and performance. * Enable Direct Connect or ExpressRoute for AWS or Azure deployments, reducing public internet dependency. *** #### **4. Installation and Configuration** **4.1 Network Configuration in the Terminal** 1. Open the terminal's **Settings > Network Configuration** menu. 2. Set primary and backup API endpoints: * Primary: `api.satoshiterminal.io` * Backup: `backup.satoshiterminal.io` 3. Enable WebSocket fallback for seamless streaming in low-quality networks. **4.2 Proxy Settings** * Configure proxy details for corporate networks: * **Proxy Server**: `` * **Port**: `` * **Authentication**: * Username: `` * Password: `` **4.3 Quality of Service (QoS)** * Prioritize terminal traffic in routers and firewalls: * Assign **DSCP EF** (Expedited Forwarding) for WebSocket and API traffic. * Limit bandwidth allocation to non-essential applications during trading hours. *** #### **5. Monitoring and Troubleshooting** **5.1 Real-Time Diagnostics** * Use the terminal's built-in **Network Diagnostics Tool** to: * Test connectivity to core servers. * Monitor bandwidth consumption. * Detect latency spikes and packet loss. **5.2 Common Issues** 1. **Issue**: Slow data refresh or missing updates. * **Solution**: * Ping the API endpoint to check connectivity: ```bash bashCopy codeping api.satoshiterminal.io ``` * Verify WebSocket connectivity using: ```bash bashCopy codecurl -I ws.satoshiterminal.io ``` 2. **Issue**: High latency for API calls. * **Solution**: * Trace the network path to identify bottlenecks: ```bash bashCopy codetraceroute api.satoshiterminal.io ``` * Switch to a wired connection for stability. **5.3 Advanced Log Analysis** * Analyze detailed connection logs stored in: * Windows: `%APPDATA%\SatoshiTerminal\Logs\` * macOS/Linux: `~/.satoshiterminal/logs/` *** #### **6. Security Considerations** **6.1 VPN Usage** * Always use a secure VPN when accessing **The Satoshi Terminal** over public Wi-Fi or untrusted networks. * Recommended providers: * NordVPN, ExpressVPN, or corporate solutions like Cisco AnyConnect. **6.2 Certificate Validation** * Ensure all connections to `api.satoshiterminal.io` are validated using SSL certificates. Test with: ```bash bashCopy codeopenssl s_client -connect api.satoshiterminal.io:443 ``` **6.3 Anomaly Detection** * Set up network monitoring tools (e.g., Splunk, Zabbix) to flag unusual traffic patterns, such as: * Excessive API requests. * Unauthorized access attempts. # User Guide {% content-ref url="/pages/oKCNWa37JoRmuBrDD4y4" %} [Getting Started](/research-suite/user-guide/getting-started) {% endcontent-ref %} {% content-ref url="/pages/yh9TzNMqG3gRb5FRpQkp" %} [Toolkits](/research-suite/user-guide/toolkits) {% endcontent-ref %} {% content-ref url="/pages/K1GHnlpzozdNYeE4WRCV" %} [Watchlist & Alerts](/research-suite/user-guide/watchlist-and-alerts) {% endcontent-ref %} {% content-ref url="/pages/EiLtYfv7dN7xZMysZHRq" %} [Custom Overview](/research-suite/user-guide/custom-overview) {% endcontent-ref %} {% content-ref url="/pages/Xm55JZvHzI1WnpJ4edqE" %} [Market Window](/research-suite/user-guide/market-window) {% endcontent-ref %} {% content-ref url="/pages/XgGZj2CDVNz95VFXtL3T" %} [Window Tool Menu](/research-suite/user-guide/window-tool-menu) {% endcontent-ref %} {% content-ref url="/pages/NKojRykBhhBO9czDXV6h" %} [User Interface](/research-suite/user-guide/user-interface) {% endcontent-ref %} {% content-ref url="/pages/wyTojvsMIwCSVKp7E985" %} [Linking Window](/research-suite/user-guide/linking-window) {% endcontent-ref %} {% content-ref url="/pages/AFKm1Ar1gtbIpJiBbRQ6" %} [Right-Click Menus](/research-suite/user-guide/right-click-menus) {% endcontent-ref %} {% content-ref url="/pages/If2x09p5terHMBiUc96Z" %} [Search Function](/research-suite/user-guide/search-function) {% endcontent-ref %} {% content-ref url="/pages/DAfqNwnAbcXlQ5aEWNxS" %} [Electronic Trading](/research-suite/user-guide/electronic-trading) {% endcontent-ref %} {% content-ref url="/pages/8OaYBnJBt3b8lls7QZSb" %} [Portfolio Management](/research-suite/user-guide/portfolio-management) {% endcontent-ref %} {% content-ref url="/pages/wavmjTcQHHfKvCEmXcrX" %} [Analytical Tools](/research-suite/user-guide/analytical-tools) {% endcontent-ref %} {% content-ref url="/pages/1jtOFwfGc7gF85uoLHtO" %} [News & Research](/research-suite/user-guide/news-and-research) {% endcontent-ref %} {% content-ref url="/pages/kQ7R6dV9XTepxeY7uS4R" %} [Advanced Charting](/research-suite/user-guide/advanced-charting) {% endcontent-ref %} {% content-ref url="/pages/s5mqw9L1vXSkHsRMmZN5" %} [Economic Calendars](/research-suite/user-guide/economic-calendars) {% endcontent-ref %} # Getting Started ## **Account Setup**
**How to open** Select Tools, Advanced Settings from the main menu. **Account setup** The Account setup dialogue consists of four subcategories: **Login** In addition to the username and password from the settings window, it is possible to enter IP Address and Port information. There are only a few special cases, where the IP Address field may need to be changed. Client services may guide you further . **Proxy** These settings are for advanced users. Consult your network administrator if possible. **Automatic Configuration** This is used if your network administrator supplies an automatic configuration script (with proxy information, usually .pac files or similar). **Firewall Login** Add your user name and password if you use a local firewall that requires a login for outbound connections. **Folders** Specifies where various data from the terminal should be stored. The folders must be unique, and the defaults are usually sufficient for most users. ## **Trades Ticker Setup** Setup is available from the window tool menu.
**How to open** Open "Horizontal Ticker" or "Vertical Ticker" from the main menu under Discover > Show more . **Description** Similar to the trades tab in the symbol overview, the trade ticker displays time and sales information. Instead of just showing trades for one symbol, the trade ticker can show trades for many symbols from a number of markets and asset classes. To only show trades in symbols in your custom list, select "Filter on My List only". The contents tab specifies which markets and asset classes (symbol types) you would like to see in the trade ticker. You can also select to only see symbols from a custom list. The Display tab, contains options for which columns to show and also configures behavior such as smooth scrolling and color changes. * Reverse direction: Default direction is down for a Vertical tickerline or from right-to- left for Horizontal tickerlines. * Smooth scrolling: Will make the display of the ticker smoother. * Color changes: indicates whether each Trade is to be displayed in colors if the price is up or down compared to the previous trading day. The Filter tab can be used to remove uninteresting trades or to only show interesting ones. Options include minimum volume and value, broker codes and trade types.
**Columns** * Setup is available from the window tool menu. * Available columns are: * Flags (country associated with the symbol's market) * Symbol (ticker code) * Description (instead of ticker code) * Price (last trade) * Arrows (indicates whether the last price is up or down compared to the previous trade) * Volume (trade volume) * B Id (Broker buyer ID. Only available for selected sources) * S ID (Broker seller ID. Only available for selected sources) * Bid (bid price at the time of the trade) * Ask (ask price at the time of the trade) * Time (time for the trade. Can be setup with seconds) * Trades outside bid/ask price range are marked with a diverging color. ## Workspace Creation
Workspaces are a collection of desktops, while desktops are collections of windows. Workspaces can be compared to workbooks in Microsoft Excel while desktops can be compared to worksheets. A workspace may contain several desktops. You may at any time add more market data windows, news windows, charts etc, as well as custom colors, fonts and window sizes to the desktops. **Creating a Workspace** It is easy to build up your own workspace by opening existing desktops in the desktop builder. Type in Desktops in the search field to get started.
**Save Your Own Personalized Workspace** When you have built up your workspace with one or more desktops press Ctrl+S or open the Main menu, choose Workspace, and click Save. **Default Workspace** To save the workspace as default and have it open automatically the next time you open the terminal, select Workspace, Save as default from the Main menu. **Open a Workspace** Your default workspace will open when you start your terminal. You can easily save any workspace you have created "as default" by selecting "Save as Default" in the Workspace category in the Main menu. If you have created more than one workspace, you can access them from the Workspace category of the main menu too. You can save as many workspaces as you like, but can only open one workspace at a time. ## Desktop Setup
**Opening a desktop** Search for Desktop in the search field and choose the Desktop command or click the "+" button on the bottom left of the terminal. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/d42e3f97-3379-468a-95a2-1fd7454fbcd4](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/d42e3f97-3379-468a-95a2-1fd7454fbcd4) Choose "Blank Desktop" to create your own, or load an existing desktop and customize it to suit your needs. When saving a workspace, all opened desktops are stored in the workspace file. Opened desktops show up as tabs in bottom left-hand corner (when running in floating mode the tabs are just below the top tool bar): ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/6e3d87c0-b067-4a9e-a8a8-c6676fe7895d](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/6e3d87c0-b067-4a9e-a8a8-c6676fe7895d) **Shortcuts** To switch between desktops click on the tabs with your mouse. Or, use the keyboard shortcuts Alt+1, Alt+2 etc. To move a window from one desktop to another, pin the window (see Window Tool menu) and change desktops, then unpin the window. **Change the order of the tabs** There are three menu options that allow you to freely move desktops around. These are available by right-clicking on the desktop tab, or by using keyboard shortcuts. "Move desktop" will prompt you for a new desktop number for the desktop. The Move desktop Left (Ctrl+Shift+PgUp) and Move desktop Right (Ctrl+Shift+PgDn) commands can be used to quickly move a desktop to another position. ## Focus Window
**How to open** Open "Focus Window" from a symbol's right-click menu. Choose Other > Focus Window. **Description** The Focus Window gives the user a quick overview of one specific instrument. The symbol field can show either the ticker of full name of the instrument. The price field allows the user to select between last bid or ask, and below either change +/- change +/-% or both are displayed. At the bottom the change indicator will display the current trend based upon the price field. The right part of the window consists of a range panel, with values in both ends displaying today's high and low. An arrow indicates where the price is according to high/low, and the bar will be red on negative since open and blue on positive. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/focuswindow.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/focuswindow.png) The focus window can be customized by going to the focus windows' window tool menu > Setup. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/focus\_window\_menu.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/focus_window_menu.png) **Symbol label** - Choose between showing the "symbol ticker" and full "symbol name". **Price field** - The focus window can show bid, ask or last prices. Some users choose to open two focus windows for the same symbol with one showing bid price and the other showing the ask price. **Change field** - Choose to see %change, absolute change in price or both in the symbol window. **Decimals** - It is possible to override the intelligent decimals settings by specifying exactly how many decimals the focus window should show for the ## Performance Configuration
**Optimized searching** If you normally make very limited searches you can set search preferences to eliminate wider searches and avoid seeing those search results. Set search type to "Only ticker" to search using the ticker codes and search scope to "Only in Workspace" or "Same market" to limit to local search only. Excluding certain asset classes will also speed up the search. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/46d58c1f-16e8-4369-8367-0491078384cc](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/46d58c1f-16e8-4369-8367-0491078384cc) **Limit news look-up.** If you do not need to see historical news - only intraday in the symbol overview window, select "Today" to stop the terminal from looking for historical news. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/dd14f5a1-f1b9-42b8-959a-59f9f28d675b](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/dd14f5a1-f1b9-42b8-959a-59f9f28d675b) **Trade ticker coloring** Under Preferences – User Interface – General you can now select to display Trade ticker coloring based on hitter/taker.
This feature is a visual tool which makes it easier read the tape and quickly see if the market or an individual instrument is being sold or bought. Trades highlighted as green indicates that the offer was taken while red indicates the bid was hit. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/6b22260d-dfc2-469f-8dec-bae06ab3f534](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/6b22260d-dfc2-469f-8dec-bae06ab3f534) The setting also applies to the Trades list in the Symbols ## Communication Status
The Communication status window displays all the connections you have to different servers in addition to a log file of connection activities. **Connection Status** Click the main menu icon, then on Tools and "Comms Status" to access the information. Alternatively, use the keyboard shortcut: CTRL+ALT+M. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/b39663ee-57d4-4c31-a564-8bab308f145a](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/b39663ee-57d4-4c31-a564-8bab308f145a) **Disconnected: Strike through effect** If your device loose connection to the internet, market data will indicate that the connection has been lost by striking out the prices. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/3ac1c364-154a-4fbd-9ee1-f400bddfb067](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/3ac1c364-154a-4fbd-9ee1-f400bddfb067) **Feeds** Each active connection in the terminal is displayed in this list. The overview displays the Status, IP address and BPS (Bits Per Second) for each source. The total bandwidth usage is shown in the right pane. For each feed you can tick on / off for warnings from the source. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/8fc0be5f-fa6a-41ba-a4f7-db1e49dc7629](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/8fc0be5f-fa6a-41ba-a4f7-db1e49dc7629) **Log File** The Log provides all communication that is exported when you use the send a "Mail to Support", available from the main menu. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/714fec7b-a625-48ca-8ef6-6514634f453e](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/714fec7b-a625-48ca-8ef6-6514634f453e) # Toolkits
The Market Window is one of the main ways to see a list of streaming quotes in addition to Custom lists and Market Pages. **How to open from the main menu** Choose "Market" from the main menu, then in the "Select Market" window, browse through the different regions or simply begin typing to filter the list. In the example below, the user has started typing "fra", so the list starts getting filtered only showing relevant results. **The market window** The market window displays a number of tabs depending on which market you are looking at. **All Quotes** All information is updated continuously and changes in prices are highlighted. Some markets may have many thousands of symbols available. If this is the case, the terminal will not show All Quotes and instead default to the Chains tab. **Symbol information -** In order to get more information about a symbol, right-click on any row and choose an option from the right-click menu. **Keyboard search -** With the window selected, begin typing on your keyboard in order to search within the list. Once you press ENTER on your keyboard, the symbol will be displayed on the top of the Market window. See "User Interface" to configure what should happen when you search in this window. **Select Columns -** If you would like to add, change or remove any of the data shown in a market window, custom list, or chain, right-click on a header and click "Select Columns". **Sorting Columns -** Sort by turnover, last price or any other column by double-clicking on the column headers. The list will automatically keep itself sorted. **Indices** The indices tab has the same features as the All Quotes tab but only displays indices for the selected market. **Chains** The chains tab offers a selection of market lists usually containing a specific segment, category or constituents belonging to the market. **List** The list tab in a market window only displays the symbols you have added manually from the all quotes, indices or chains tab. This is done by right-clicking on a symbol and selecting Edit | Add to List. By default all symbols added to the list tab in market windows are automatically saved when the application closes. **Add custom headlines** Custom headlines can be added by selecting Other > Add Headline from the right click menu. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/market\_custom\_headlines.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/market_custom_headlines.png) Notice that in a list with headlines, sorting by clicking on the column captions have been disabled. You can move symbols up or down your list by selecting it, and using the up and down arrows in the interface. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/market\_arrows.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/market_arrows.png) **Highlighting and modifying a symbol** **Custom Background color -** Change background color for a symbol by selecting Other > Symbol color from the right click menu. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/market\_symbol\_color.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/market_symbol_color.png) To remove a custom background color, right-click on the symbol and select Other | Clear Symbol color. **Custom Symbol Description -** Enter a customized description for a symbol by selecting Other | Custom Symbol description from the right click menu. In the example below, we entered a custom description, changing "EASYJET PLC ORD 27 2/7P" to "Airline Easy Jet" ![https://software.infrontservices.com/helpfiles/infront/ver85/en/market\_custom\_description.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/market_custom_description.png) The custom description will also be used by other windows in the terminal, such as charts. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/market\_charts\_custom\_description.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/market_charts_custom_description.png) Note: To reduce potential confusion all custom descriptions begin with an asterisk (\*). To remove a custom description, right click on the symbol and choose Other > Clear Custom Description. **Ranking** The Raking tab displays today's winners, losers and highest turnover. Select whether the ranking should be based on "all quotes", "chains" or "list" by choosing the source. **Overview** Overview provides a graphic view of the selected market, the main market index, percent of shares traded (calculated using market capitalization) and number of symbols up/down. **All Brokers** Some market places provide information as to which counterparties were part of a buy and sell transaction. When this is the case, All Brokers is available as a tab in the Market window. **Single Broker** Some market places provide information as to which counterparties were part of a buy and sell transaction. When this is the case, Single Broker is available as a tab in the Market window. **Put/Call** The Put / Call tab is only available for some derivatives markets (in particular warrants and options). # Watchlist & Alerts ## Watchlists
**Description** The Watchlist window works in the same way as the Market Window. The main difference is that it is possible to add symbols from all markets you have access to. **How to open** Choose "Watchlist" from the Tools section in the main menu or type "Watchlist" in search. **List** Add symbols from any market you have access to using "+ Add", or open a saved list from the "Select List" drop-down. **Symbol information -** In order to get more information about a symbol, right-click on any row and choose an option from the right-click menu. **Keyboard search -** With the window selected, begin typing on your keyboard in order to search within the list. Once you press ENTER on your keyboard, the symbol will be displayed on the top of the Watchlist window. See "User Interface" to configure what should happen when you search in this window. **Deleting symbols** Right click and choose Edit | Delete or user the keyboard shortcut (Del) to delete a symbol from the Watchlist. **Deleting Entire Lists** Once you have opened a saved list, right-click and choose Edit > Delete List to delete it. **Adding Custom Headlines** Custom headlines can be added by selecting Other > Add Headline from the right click menu. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/customlist2.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/customlist2.png) The text and background color of all headlines can be customized in the "Edit colors and fonts" window tool menu. Notice that in a list with headlines, sorting by clicking on the column captions have been disabled. You can move symbols up or down your list by selecting it, and using the up and down arrows in the interface. **Highlighting and modifying a symbol** **Custom Background color -** Customize the background color for a symbol by right-clicking on an instrument and choosing Other > Symbol color from the right click menu. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/customlist3.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/customlist3.png) To clear a custom background color, right-click on the symbol and choose Other > Clear Symbol color. **Custom Symbol Description** It is possible to define a custom description for a symbol by right clicking on the instrument and selecting Other > Custom Symbol description. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/customlist4.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/customlist4.png) The custom description will also be used by other windows in the terminal, such as charts. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0014.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0014.png) All custom descriptions are indicated with an asterisk (\*). To remove a custom description, right-click on the symbol and select Other > Clear Custom Description. **Ranking** Rank today's winners, losers and symbols with highest turnover. Use "Source" in the menu to change between your Watchlist, or chains. Columns **Select Columns -** If you would like to add, change or remove any of the data shown in a market window, Watchlist, or chain, right-click on a header and click "Select Columns". **Sorting Columns -** Sort by turnover, last price or any other column by double-clicking on the column headers. The list will automatically keep itself sorted. **Group your holdings** You can group your holdings in your portfolio from the drop-down menu called "Group By". ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/31f8df52-8227-4b93-ab75-1ee0f0106298](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/31f8df52-8227-4b93-ab75-1ee0f0106298) **News and Events** ![https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0006.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0006.png) You will see news and events related to your instruments in the "News" and "Events" panel. You can customize the sources for your news by right-clicking in the panel and choosing "Sources". You can adjust the time period of upcoming events by right-clicking in the "Events" panel and choosing your desired period. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0007.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0007.png) **Portfolio Tracker using trading window** In the Portfolio tab in the trading window, you will find a button: "Portfolio Tracker". This will open up your entire trading portfolio in the Portfolio Tracker, allowing you to chart, group, see events and news related to your positions. https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/7cdcde80-3456-4874-8555-1c4475a9f677 **Benchmark Symbols** Market windows and custom lists have a column called "Benchmark Symbol". The benchmark symbol allows you to set a benchmark for any given instrument. By default, the main index for the home market of the instrument will be chosen, where available. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/daxbenchmark.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/daxbenchmark.png) By double-clicking on the benchmark symbol "DAX" in the above example, a new chart will open showing you a benchmark compare chart. In the Benchmark Compare chart, you can see annualized performance data for your instrument and the corresponding benchmark. Choose the time period you wish to annualize for in the chart period menu on the bottom of the chart. There is also a shortcut tick-box to automatically adjust for dividends. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0023.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0023.png) **Pro tip:** You can modify the benchmark symbol by clicking on the benchmark symbol ("DAX" in this case) in the chart above. This will open the Search Benchmark window and allow you to change the benchmark symbol for the current instrument. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/1b485328-ddb9-4cac-8617-3aa480d2007a](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/1b485328-ddb9-4cac-8617-3aa480d2007a)![https://software.infrontservices.com/helpfiles/infront/ver85/en/benchmarksearch.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/benchmarksearch.png) **Pro tip:** You can also open the Benchmark Compare chart directly from the chart in the compare menu. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/benchmarknetflix.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/benchmarknetflix.png) You can modify the benchmark symbol by right clicking on the instrument in a market window or Watchlist. Then choose Other and choosing "Select Benchmark Symbol". ![https://software.infrontservices.com/helpfiles/infront/ver85/en/benchmarknetflix2.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/benchmarknetflix2.png) **See Live Market Data In Any Currency** In your Watchlist, you can choose to see your instruments market data in one of many currencies. 1. Open Your Watchlist. 2. Choose your Target Currency from the "Target ccy" menu. 3. Remove the tick-box for "Only Convert Summaries" in the "Target ccy" menu. **All Instruments in Local Currency** ![https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0019.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0019.png) **All Instruments in USD** ![https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0020.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0020.png) **All instruments in EUR** ![https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0021.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0021.png) **All instruments in JPY** ![https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0022.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/clip0022.png) *** ## Alerts **How to open** Select Tools, Advanced Settings from the main menu. **Notification** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/9ea605a5-93ee-459d-a158-f4213a34d29b](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/9ea605a5-93ee-459d-a158-f4213a34d29b) **Show alerts for:** Trading halt status - When trading is halted by an exchange News event count-down - Some news feeds support time-based releases. Exchange open/close messages - When an exchange is opening or closing **General** Show notification window for - The amount of time an alert should be visible for **Quote alerts** Default double click action - Defines what should happen when double-clicking on a quote (price) alert. **Market calendar alerts** Notify in advance - When setting an alert for calendar events, the terminal can warn you in advance **Trading Alerts** **Sounds** Music, sound clips or any other type of audible alert can be used to notify you when trading related events have taken place. Wave (.wav) files are supported. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/3ac168f2-a2b8-4d99-912a-ba60c52678f9](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/3ac168f2-a2b8-4d99-912a-ba60c52678f9) # Custom Overview
The Custom Overview displays all instrument information a user might be wanting to have quick access to in a separate window which can be placed anywhere on the desktop and also linked to i.e a Market List. **Customizing the overview** By clicking on layout in the top left corner, and then Edit it is possible to select from a large set of datapoints to display in the custom overview. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/customoverview2.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/customoverview2.png) It is also possible to have multiple layouts saved for these Custom Overviews. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/customoverview3.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/customoverview3.png) # Market Window
**Description** The Market Window is one of the main ways to see a list of streaming quotes in addition to Custom lists and Market Pages. **How to open from the main menu** Choose "Market" from the main menu, then in the "Select Market" window, browse through the different regions or simply begin typing to filter the list. In the example below, the user has started typing "fra", so the list starts getting filtered only showing relevant results. **The market window** The market window displays a number of tabs depending on which market you are looking at. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/5cce6dd0-ccb5-4f22-82fa-45441643cbd4](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/5cce6dd0-ccb5-4f22-82fa-45441643cbd4) **All Quotes** All information is updated continuously and changes in prices are highlighted. Some markets may have many thousands of symbols available. If this is the case, the terminal will not show All Quotes and instead default to the Chains tab. **Symbol information -** In order to get more information about a symbol, right-click on any row and choose an option from the right-click menu. **Keyboard search -** With the window selected, begin typing on your keyboard in order to search within the list. Once you press ENTER on your keyboard, the symbol will be displayed on the top of the Market window. See "User Interface" to configure what should happen when you search in this window. **Select Columns -** If you would like to add, change or remove any of the data shown in a market window, custom list, or chain, right-click on a header and click "Select Columns". **Sorting Columns -** Sort by turnover, last price or any other column by double-clicking on the column headers. The list will automatically keep itself sorted. **Indices** The indices tab has the same features as the All Quotes tab but only displays indices for the selected market. **Chains** The chains tab offers a selection of market lists usually containing a specific segment, category or constituents belonging to the market. **List** The list tab in a market window only displays the symbols you have added manually from the all quotes, indices or chains tab. This is done by right-clicking on a symbol and selecting Edit | Add to List. By default all symbols added to the list tab in market windows are automatically saved when the application closes. **Add custom headlines** Custom headlines can be added by selecting Other > Add Headline from the right click menu. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/market\_custom\_headlines.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/market_custom_headlines.png) Notice that in a list with headlines, sorting by clicking on the column captions have been disabled. You can move symbols up or down your list by selecting it, and using the up and down arrows in the interface. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/market\_arrows.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/market_arrows.png) **Highlighting and modifying a symbol** **Custom Background color -** Change background color for a symbol by selecting Other > Symbol color from the right click menu. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/market\_symbol\_color.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/market_symbol_color.png) To remove a custom background color, right-click on the symbol and select Other | Clear Symbol color. **Custom Symbol Description -** Enter a customized description for a symbol by selecting Other | Custom Symbol description from the right click menu. In the example below, we entered a custom description, changing "EASYJET PLC ORD 27 2/7P" to "Airline Easy Jet" ![https://software.infrontservices.com/helpfiles/infront/ver85/en/market\_custom\_description.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/market_custom_description.png) The custom description will also be used by other windows in the terminal, such as charts. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/market\_charts\_custom\_description.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/market_charts_custom_description.png) Note: To reduce potential confusion all custom descriptions begin with an asterisk (\*). To remove a custom description, right click on the symbol and choose Other > Clear Custom Description. **Ranking** The Raking tab displays today's winners, losers and highest turnover. Select whether the ranking should be based on "all quotes", "chains" or "list" by choosing the source. **Overview** Overview provides a graphic view of the selected market, the main market index, percent of shares traded (calculated using market capitalization) and number of symbols up/down. **All Brokers** Some market places provide information as to which counterparties were part of a buy and sell transaction. When this is the case, All Brokers is available as a tab in the Market window. **Single Broker** Some market places provide information as to which counterparties were part of a buy and sell transaction. When this is the case, Single Broker is available as a tab in the Market window. **Put/Call** The Put / Call tab is only available for some derivatives markets (in particular warrants and options). # Window Tool Menu
Most windows in the terminal have a tools menu in the top right corner for quick access to settings related to functionality of the current window. **Common for all window menus:** * Show Caption * Pin Window * Clone This Window * Add As Favorite * Share * Help Below is an example of the tools menu from the Company window: ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/69d44ba7-3758-414c-9c1b-8d282d6040cb](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/69d44ba7-3758-414c-9c1b-8d282d6040cb) **Show Caption** Deselect to remove the window frame. Press F12 or select from the menu to display it again. **Pin Window** You can now force a window to stay on the screen for all desktops. This is useful for windows that you always want to see - no matter which desktop you move to. **Clone This Window** Creates a duplicate of the current window. Pro tip: Cloning a window will result in a window of the same size. While the window is selected, type to search for another instrument. This makes it easy to add a lot of information to your workspace quickly. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/6209a6b0-089d-46a4-9a0e-2ebb2efe01fe](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/6209a6b0-089d-46a4-9a0e-2ebb2efe01fe) **Add as Favorite** Adds the window as a favorite. Favorites are available from the main menu, available on the very right. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/011d9bf6-6e70-4976-8ea1-8080e774fe02](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/011d9bf6-6e70-4976-8ea1-8080e774fe02) **Share** Share generates a link, e-mail or tweet which allows you to share the content of the window with other users. A screenshot of the window will be generated. Also, underneath the screenshot of the window, a link will be generated allowing any users of the terminal to open the same window in their installation of terminal. \ **Help** Opens the help documentation for this window. # User Interface
**How to open** Select Tools, Advanced Settings from the main menu. **General** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/fd355975-a10b-4fd4-9478-961855ced15a](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/fd355975-a10b-4fd4-9478-961855ced15a) You can turn on/off: * **Floating windows** * **Snap windows every # pixels** - a feature to make it easier to place windows next to each other correctly. (Pixels are tiny dots of light. When combined, they form the display on your computer screen). * **Snap windows loaded from workspace** - same function as above, but it will snap all the windows together when you load a workspace. * **Enable minimizing of windows** - adds the minimize button in all windows ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/02fd35b7-fcf8-4a8c-b8cc-b6f999b68f5f](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/02fd35b7-fcf8-4a8c-b8cc-b6f999b68f5f) **Open orderbook page in symbol window** - Opens the orderbook (OB) tab by default instead of the Overview tab when opening an overview window (CTRL+Q). ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/7406b7ec-5219-481a-91aa-c58fb4d36c6a](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/7406b7ec-5219-481a-91aa-c58fb4d36c6a) **Content colors** - Change between color themes **Trade ticker coloring relative to** - Changes the trades list (time and sales) colors for up and down. The trades below, are colored red because the prices are lower than the previous close in the example below. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/8092090b-22d0-412e-afbc-d549c50e39a9](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/8092090b-22d0-412e-afbc-d549c50e39a9) **Adjust time to** - Local / Feed / GMT / Unadjusted **Fractional Format** **Maximal number of intraday points** - The maximum number of prices or last values to be displayed in a chart. **Maximal number of search** - Limit the number of search results **Just-in-time loading of market data** - If you have several desktops open, the terminal will not load market data on them until you view them. **Market Calendar, Show Automatic** - Set a time you want the market calendar window to open. **Grids** Tick the relevant boxes to display grid lines, grid hints and alternate grid colors on rows or mark selected row.
**"Highlight today's up/down on entire row"** sets the font color for the entire row to the corresponding up/down color. Not just the +/- columns which is default. **Line spacing** refers to the space taken by each row in a market window, news window, custom lists and orderbooks. It is possible to increase the spacing to improve readability or decrease to save space. **Charts**
**Fast chart updating** - When there are too many data points in the chart relative to the space available, some periods in the chart may be drawn on top of neighboring periods. This setting provides a performance improvement when such is the case. **Fast candlestick charts** - Adjusts the resolution of the chart (1min, 10min, 15 min intervals) so that all the data points for the time period selected can fit in the chart window. Turn on for a performance improvement **Anti-aliasing** - Smoothing of jagged appearance of charts. Turn off for a performance improvement **Transparent fill** - Area charts are partially see through. Turn off for a performance improvement. **Drop symbol on chart with key down** - This setting controls what type of compare chart you get if you hold down the CTRL key when dragging and dropping a symbol into the chart. **Cursor** * Automatic follow mouse - when moving your mouse across the chart, a visual grid cursor will update the date/time and price on the x and y axis. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/7f3e06c3-ae53-4be4-af75-3b1ec859f436](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/7f3e06c3-ae53-4be4-af75-3b1ec859f436) * Snap to graph - Combined with "automatic follow mouse", switch this setting off to only see a visual grid cursor for date/time on the x axis. Example below with this feature switched off ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/4e3d4514-8f5a-4aa7-b928-63011d1c9e26](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/4e3d4514-8f5a-4aa7-b928-63011d1c9e26) * Style - Choose between a "vertical and horizontal" cursor (cross-hair) or only a "vertical"Mondeo cursor. Example below with vertical and horizontal cursor. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/fc6a4899-3476-464b-9191-5db8d94efcd4](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/fc6a4899-3476-464b-9191-5db8d94efcd4) **Other** * Use annotation zoom - If switched on, it is no longer necessary to hold down CTRL to draw annotations in charts. * Print charts with screen-colors - By default the charts will optimize ink usage by printing with a white background. Switch this setting off if you wish to print with the same colors as the screen is showing. **Market Data** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/114618af-f149-4fb7-8123-8588a127d1e6](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/114618af-f149-4fb7-8123-8588a127d1e6) **Consolidation** * Use consolidated markets (where available) - Automatically switches on consolidated data for users with access to alternative market places such as MTFs. * Support separate unconsolidated markets (where available) - Instead of consolidating market data to one market place, switching this option on will give access to the unconsolidated feeds separately. **Market** * Calculate yesterday's +/- values - Show yesterday's +/- change while the market is closed. * Calculate pre-market +/- values - When pre-trade Bid and Ask values match, this option calculates change (+/- and +/-%) values in the pre-market period when there have been no trades (and no Last price). This allows you to see where the market will open for each symbol that has pre-market orderbooks. * Separate tab for Indices in Market windows - Move all Indices from the All Quotes tab to a separate tab called Indices. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/a2919bc4-4885-4445-bfab-8e21b477e027](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/a2919bc4-4885-4445-bfab-8e21b477e027) * Auto-save quote list per feed - Automatically save the list you build up on the List tab in a market window. * Auto-save named Custom Lists - If you have opened a previously saved custom list, any changes you make to it will automatically be saved. * Highlight when Last equals High or Low - The last column in a market window or custom list will change background color if the last price is the same as today's high or low. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/4a48fea2-e481-4367-b76a-df5b56a827da](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/4a48fea2-e481-4367-b76a-df5b56a827da) **Put / Call** * Enable multiple selection of underlying's - Allows the user to select more than one underlying instrument in the put/call tab for derivatives markets. * Put/call order - Determine whether derivatives markets should be shown with calls on the left and puts on the right, or opposite. * Put/Call columns logic - Normal mode shows default columns for derivatives market. "Include subtype" will add the subtype column ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/c9185e8e-f8db-4283-ae08-09e73ebd6308](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/c9185e8e-f8db-4283-ae08-09e73ebd6308) **Regional** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/a1d71538-b2c6-4cdf-b4b4-09e1ba38abfd](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/a1d71538-b2c6-4cdf-b4b4-09e1ba38abfd) **Select Language and Select Country** Note that the list of countries only includes countries from which you have access to streaming quotes. The selected country is shown by default when opening some desktops in desktop builder. It also determines what country is shown at the top of the Select Market and Select News dialogs. **Default Conversion Currency** The default currency used by the trading window as a target currency for conversion of your portfolio values. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/aed8bbc2-2c7f-4b1d-af47-b990ff554eed](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/aed8bbc2-2c7f-4b1d-af47-b990ff554eed) **Browser**
Choose internal or external browser and decide if you want to allow pop-ups or not. **Dialogs** Tick the check box to restore all warnings and other information dialogues where you have chosen "Don't show this message again."
**Searching**
**Quick-search fields** **Search type** - Choose between "Full search" (ticker and instrument name) and "Ticker" when using quick search inside market windows, custom lists, charts, orderbooks and more. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/9b8b1835-f10a-4a05-bd69-1034261cbc03](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/9b8b1835-f10a-4a05-bd69-1034261cbc03) **Search scope** - Choose whether the quick-search should search through * All markets you have access to (slowest) * The same market (as the instrument you are looking at, fast) * Only in workspace (terminal checks what is currently open in your workspace and searches through the markets, fast) **Searching result preferences** * Prioritize consolidated markets - Some users have static consolidated markets from the server. When this is available, the search results can be prioritized to display results from these markets first. * Exclude MTFs - Check this box to avoid seeing search results from MTFs such as. BATS and Chi-X in the search results. * Exclude asset classes - Removing asset classes you never search for can help display results most relevant for you. # Linking Window
**Description** Linking windows enables you to view a lot of information on many instruments quickly without having to open any new windows. Type the symbol code or double-click on a symbol to change the content in the linked windows. **Link windows one by one** Open the window you want to link and click on the link icon in the window caption. Do the same to all windows you want to link together. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/d51a50e8-59c8-4326-b384-d76a8c2a5e77](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/d51a50e8-59c8-4326-b384-d76a8c2a5e77) The linking icon now displays the channel they are linked on. By default it is channel 1. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/c8cfea4c-c058-4d21-8d14-3d29c476fdc3](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/c8cfea4c-c058-4d21-8d14-3d29c476fdc3) **Link windows by channel** To create different groups of linked windows, use one preferred channel for each group. **Link all channels** If groups of linked items are needed in addition to having some windows linked to everything; the "All channels" selection can be used for those specific windows. **Example** The channels do not affect one another. Double-clicking on CARL B in the custom list, will change the chart and the orderbook to show data for CARL B. Double-clicking on JPM in the market window, will change the historical prices to show data for JPM. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/5e92f2fa-6397-4d4a-9085-75dcb89ab12f](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/5e92f2fa-6397-4d4a-9085-75dcb89ab12f) # Right-Click Menus **Symbol right-click menu** Right-click on any symbol in order to access menu options for the given symbol. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/5d50fc4f-f905-4460-ad20-4b610e22462b](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/5d50fc4f-f905-4460-ad20-4b610e22462b) **Feature Right-Click Menu** If you right-click on a particular feature, you get a menu allowing you to change settings or make changes to it. Example of a feature right-click menu from the y-axis of a chart. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/24e85e4a-282b-4532-9beb-02a5f84c758c](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/24e85e4a-282b-4532-9beb-02a5f84c758c) # Search Function **Quick-search fields**
**Search type** - Choose between "Full search" (ticker and instrument name) and "Ticker" when using quick search inside market windows, custom lists, charts, orderbooks and more. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/9b8b1835-f10a-4a05-bd69-1034261cbc03](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/9b8b1835-f10a-4a05-bd69-1034261cbc03) **Search scope** - Choose whether the quick-search should search through * All markets you have access to (slowest) * The same market (as the instrument you are looking at, fast) * Only in workspace (terminal checks what is currently open in your workspace and searches through the markets, fast) **Searching result preferences** * Prioritize consolidated markets - Some users have static consolidated markets from the server. When this is available, the search results can be prioritized to display results from these markets first. * Exclude MTFs - Check this box to avoid seeing search results from MTFs such as. BATS and Chi-X in the search results. * Exclude asset classes - Removing asset classes you never search for can help display results most relevant for you. # Electronic Trading ## Trading Panel **How to open** Select Tools, Advanced Settings from the main menu. **Defaults** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/b806a783-16c0-4f81-807e-37ad16d1a084](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/b806a783-16c0-4f81-807e-37ad16d1a084) **Default volume -** Set the default board lots you wish to see in the order entry window. (A board lot is a standardized number of shares defined by a stock exchange as a trading unit). **Default valid -** The number of days an order should be valid for. **Default order type -** When opening an order entry window, this setting allows you to specify the default order type. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/696bd01a-f77c-4f25-95a4-3bea9dc5fc17](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/696bd01a-f77c-4f25-95a4-3bea9dc5fc17) **Default portfolio -** Useful if you have access to more than one portfolio. **Default active -** Orders can be sent as active or inactive to your trading service. **Default comment -** Some trading services allow for comments to be sent. Use Default comment if you would like to include information in a comment by default. **Custom volume increment -** The volume field of an order entry window can be made to increase or decrease by a certain amount when clicking on the up and down arrows or using the up and down arrows on your keyboard. **Limits** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/b6ca731c-843c-492c-b202-1f6588c51a39](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/b6ca731c-843c-492c-b202-1f6588c51a39) **Limit per order -** set the currency value per order as a limit. If you exceed the limit per order, the gross price field will highlight in a red color and you will receive a warning. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/4075a68a-3204-4799-9584-56ea26ad98fb](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/4075a68a-3204-4799-9584-56ea26ad98fb) **Limit per day -** As with the limit per order, you can also specify a currency value limit per day. You will also receive a warning. **Trading Alerts** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/412a34fd-a344-4063-a35c-f40c5fbeea39](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/412a34fd-a344-4063-a35c-f40c5fbeea39) **Confirm order request -** If this is ticked, then you will be asked to confirm before the order is placed. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/069000f7-d005-49f6-9c71-c23d384bb68b](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/069000f7-d005-49f6-9c71-c23d384bb68b) **Fat finger alert -** Specify how far away from the current bid/ask spread the price you enter should be before it triggers a warning. This is useful to safeguard against typing in extra numbers by accident. In the example below, the user typed in 2000 instead of 200 as the price.
**Short sell warning** - Checks the volume of long positions in your portfolio for an instrument you are selling and warns you if you are selling more than you own. **Confirm order executed** - Get a confirmation when the trading service confirms your order as executed. **Tick size warning** - Warns you when the price you enter violates tick size rules of the exchange or market place. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/6de5c19a-5342-4608-93bb-d7b3a7a4b303](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/6de5c19a-5342-4608-93bb-d7b3a7a4b303) **Show alert on incoming care orders** - Get an alert if a care order has been received from the trading service. **New order window** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/66418bf1-3c27-46a3-9b5c-bd9230480e00](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/66418bf1-3c27-46a3-9b5c-bd9230480e00) **Allow multiple windows** - By default only one is shown in the terminal. **Keep open** - When an order has been placed, the default is to close the new order window. Use this setting to keep the new order window open. **Set background color for buy/sell** - When placing a buy or sell order via the right-click menu or via keyboard shortcuts, the background color of the new order window will be colored green for buy orders and red for sell orders. **Shows advanced fields -** When opening a new order window, defines whether the advanced fields should be shown immediately or hidden until you click on Adv. **Auto-expand advanced fields** - If shows advanced fields is turned off, tabbing with your keyboard through the new order window will make the advanced fields show up automatically after gross price. **Enable gross price field** - The gross price field is displayed in an order entry window. This option switches on the ability to type in your own gross price. If you have also entered a price, then the closest volume corresponding to the gross price will be calculated for you. In the example below a price of 347 and gross price of 100,000 was entered. The terminal then calculated a volume of 288 automatically. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/bb9b8c11-f748-43d1-a493-680272eecdd3](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/bb9b8c11-f748-43d1-a493-680272eecdd3) **Do not re-size linked order windows** - in a compact workspace, it may be desirable to not re-size the new order window when changing instruments. **Hit orderbook, join orderbook** - When opening an new order window buy clicking BUY (or SELL) Hit orderbook will place the price at the best ask price (best bid price for SELL orders) Join orderbook will place the price as the best bid price (best ask price for SELL orders) **Price Tick Size Factor** - Only available for FX RFQ trading - When increasing or decreasing the price of a new order with the up and down arrows, will multiply by a factor of X with the tick size rules. Example: If the factor is set to 3, and the tick size is 0.0001, then clicking up the up arrow on the price field will increase the price by 0.0003. **Buy/Sell button** - When opening a new order window by clicking on BUY or SELL from a right click menu or using keyboard shortcuts. This setting defines the behavior of the BUY and SELL buttons. Normal - Both buy and sell buttons show up and function as normal Make default - The BUY or SELL button (depending on what you choose) will be highlighted and pressing ENTER on your keyboard will cause the order to be placed. Disable other - Will show you but not allow you to click on the SELL button if you have chosen to BUY from the right-click menu or keyboard shortcuts. (disabled the buy button if you have chosen to sell) Hide other - If you have chosen BUY from the right-click menu or keyboard shortcuts, the SELL button will be hidden (hides the buy button if you have chosen sell) **Hit on volume** - in orderbook - in new order - **Hit as order type -** **Trading Window** The trading window is where you can see all orders, trades and your portfolio positions.
**Allow multiple windows -** Default is to only show one. **Keep deleted orders -** If selected, then deleted orders will also be shown in the orders tab. **Column filtering -** Allows the user to filter orders based on various criteria. Below is an example where it is possible to choose to only show portfolio positions in a particular currency. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/3813dfca-aa1f-46c5-8400-3f10e52480b1](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/3813dfca-aa1f-46c5-8400-3f10e52480b1) **Show column filter -** **Show historic trades and orders -** **Allow inline modification of order -** Allows the user to edit an order's price or volume by clicking in the field (orders tab) without having to open an modify order window. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/ec4d851a-d3eb-4fab-a79c-9c6570f6b153](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/ec4d851a-d3eb-4fab-a79c-9c6570f6b153) **Show fractional prices -** For some markets, the convention is to use fractions instead of decimals. **Show Turn Orders buttons -** For active orders, this feature allows you to change a buy order to a market sell order (Turns sell orders to market buy orders). These buttons show up in the orders tab. **Show multiple delete buttons -** If this feature is off, then only one delete button is shown. Select the order and delete it. If it is turned on, three extra options are available: "Delete Buy", "Delete Sell", "Delete All". ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/b0095e6d-58d1-4757-8088-3ecdf8d3ec6a](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/b0095e6d-58d1-4757-8088-3ecdf8d3ec6a) **Blink for new orders -** New orders placed will blink in the orders tab **Blink for new partially filled orders -** Partially filled orders placed will blink in the orders tab **Automatically refresh portfolio -** When an order is placed or executed, check for updates to the portfolio. ## Transactions Displays price movements (usually trades) and information regarding the trades such as market place, buyer ID and seller ID. To filter a trades list for specific volumes, prices, buyers, sellers, market codes and more; see Filtering. **Example** ![https://software.infrontservices.com/helpfiles/infront/ver85/en/symbol\_trades.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/symbol_trades.png) The Trades tab displays today's trades and includes different columns. Some markets can display trades with millisecond accuracy. Simply widen the time field to see if milliseconds are available. **Trade types** The exchanges use their own codes to indicate what type of trade was executed. Below are some examples from popular exchanges. **New York Stock Exchange (Tape A), Equities** IMSW - Intermarket Sweep Order CASH - Cash Trade (Same Day Clearing) AUTO - Automatic Execution IDET - Intraday trade detail CAP - CAP Election trade LATE - Sold Last (Late Reporting) PREF - Prior reference price MCOO - Market Center Official Open SOLD - Sold (out of sequence) MRCT - Market center re-opening trade MCCT - Market center closing trade **Nasdaq New Markets, Equities** A - Acquisition B - Bunched Trade C - Cash Trade D - Distribution E - Placeholder for future use F - Intermarket Sweep G - Bunched Sold Trades H - Price Variation Trade K - Rule 155 Trade (AMEX) L - Sold Last M - Market Center Close Price N - Next Day O - Opened P - Prior Reference Price Q - Market Center Open Price R - Seller T - Pre-Open and Post-Close Market Trade U - Extended Trading Hours/Sold out of Sequence V - Stock-Option Trade W - Average Price Trade X - Cross Trade Y - Yellow Flag Z - Sold (Out of Sequence) 0 - Odd lot execution 1 - Stopped Stock- Regular Trade 2 - Stopped Stock - Sold Last 3 - Stopped Stock - Sold (Out of Sequence) 4 - Derivatively Priced 5 - Re-opening Prints **London Stock Exchange, UK Equities** SPEC - Special Trade (Outside spread) AT - Automatic Trade UT - Uncrossing Trade PT - Closing Price Crossing Session Trade PC - Orderbook contra not same day IX - Internal Cross IB - Internal Block Trade Facility CX - Committed Cross CB - Committed Block Trade Facility O - Ordinary Trade OK - Ordinary Trade - delayed NT - Negotiated Trade NK - Negotiated Trade - delayed LC - Cancellation of on-Exchange Trade GC - Cancellation of GILT & UKGT segment trades NM - Not to Mark NC - Cancellation of NM Trade OT - OTC Trade TK - OTC Trade - delayed IF - Inter fund cross - delayed OC - Cancellation of OTC Trade SI - SI Trade SK - SI Trade - delayed SC - Cancellation of SI Trade
**Johannesburg Stock Exchange, Equities** BT - Block Trade OX - Option Exercised PF - Portfolio Trade PC - Post Contra Trade (correction of previous day on book trade) TX - Traded Option Exercised WX - Warrant Exercised BK - Book Build CF - Corporate Finance Trade OD - Delta Trade GU - Give Up LC - Post Contra Trade (correction of previous day published off book trade) NC - Post Contra Trade (correction of previous day non-published off book trade) LT - Late Trade (After Hours Trade) OP - Off Order Book Principal Trade **Nordic Growth Markets** Cncl - Cancel Last - Sold Last Out - Outside Spread OutU - Outside Spread Unknown KOBB - Knockout buyback Trade SOBB - Soldout buyback Trade Dist - Distribution Trade **Trade statistics** The trade statistics section shows accumulated trade values. If no range is selected, the statistics is calculated from all of today's trades.\ \ If you select specific trades in the trades list by highlighting them, the statistics will calculate from the selected trades. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/symbol\_trades\_stats.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/symbol_trades_stats.png) The trade statistics includes the following fields: | VWAP | Average price of on-floor trades | | -------- | -------------------------------- | | VWAP All | Average price of all trades | | Vol | Total volume of the trades | | High | Highest price | | Turnover | Total turnover | | Low | Lowest price | | Trades | Number of trades | ## Brokers Shows active brokers who have executed trades on the selected symbol (only available for selected markets). Please note, that there are more advanced Broker Statistics available. **Example** ![https://software.infrontservices.com/helpfiles/infront/ver85/en/symbol\_broker.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/symbol_broker.png) **NBVolume** - Net Buy Volume. Displays the number of shares bought minus the number of shares sold. **NBValue** - Net Buy Value. Displays the value of shares bought minus the value of shares sold. **BAverage** - The average buy price for all trades where the broker was identified as the buyer. **SAverage** - The average sell price for all trades where the broker was identified as the seller. **TValue** - The total value of all trades placed by the broker, regardless of whether they were buyer or seller. **Charts** - The pie charts show the % distribution of top net buyers and top net sellers. There is a lot of interesting information to analyze in the brokers tab. Amongst other things, it can give you an idea of the distribution of buying and selling activity between international and local exchange members. *** **All Brokers** **How to access** * Select Broker Statistics from the main menu, select the Market from the list, click OK and go to the first tab "All Brokers" * Right-click on any equity symbol, go to Other > Broker statistics. If this menu option is not available, then broker statistics are not supported for that market. **Description** Broker statistics show accumulated data for all the brokers active on one specific market. Double click on one of the brokers to drill down into symbols that the current broker has placed orders in on the market. **Table View** In the table view, each broker is represented with number of trades executed, turnover and more. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/brokerstats.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/brokerstats.png) **Available columns** * S (Checkbox for Timeline Selected) * Full name (The brokers name) * ID (The brokers ID) * Time (time of last trade/update) * \#Buys (Number of Buy Trades) * \#Sells (Number of Sells Trades) * \#Int Trades (Number Internal Trades) * \#Trades (Total number of Trades * \#Trades % (Trades shown in percent of total trades) * NB Value (Net Buy Value) * IValue (Internal Value) * TValue (Turnover Value) * TValue% (Turnover Value in percentage) **Select criteria to drill down** Use the "show" drop-down to select a range of brokers you want to see visually, or tick the checkboxes to the left of the broker codes. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/broker\_select.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/broker_select.png) **Pie - Totals** The pie chart provides a visual representation of all broker statistics data. **Timeline - Selected** The Timeline enables you to select different brokers and view more details regarding changes. In the example below, an intraday timeline of net buy value with the top and bottom 5 brokers is shown. ![](https://software.infrontservices.com/helpfiles/infront/ver85/en/timeline_broker_stats.png) *** **Single Brokers** **How to access** * Select Broker Statistics from the main menu, select the Market from the list, click OK and go to the first tab "Single Broker". Choose a broker from the drop-down list. * Right-click on any equity symbol, go to Other > Broker statistics, then change to the Single broker tab. If this menu option is not available, then broker statistics are not supported for that market. **Description** Broker statistics for a Single Broker provides you with accumulated data for one selected broker. The information is displayed as columns, pie chart or line charts. **Table - Totals** The Table provides you with various statistics updated in realtime. **Available columns** * S (Checkbox for Timeline Selected) * Full name (The brokers name) * ID (The brokers ID) * Time (time of last trade/update) * \#Buys (Number of Buy Trades) * \#Sells (Number of Sells Trades) * \#Int Trades (Number Internal Trades) * \#Trades (Total number of Trades * \#Trades % (Trades shown in percent of total trades) * NB Value (Net Buy Value) * IValue (Internal Value) * TValue (Turnover Value) * TValue% (Turnover Value in percentage) **Pie - Totals** The pie chart provides data on the selected criteria visually. **Timeline - Selected** The Timeline view enables you to select different brokers and see statistics regarding symbols for the given market. ![](https://software.infrontservices.com/helpfiles/infront/ver85/en/brokerstatistics_symbol.png) *** **Single Symbol** **How to access** * Select Broker Statistics from the main menu, select the Market from the list, click OK and go to the first tab "Single Symbol". Choose a symbol from the drop-down list. * Right-click on any equity symbol, go to Other > Broker statistics. If this menu option is not available, then broker statistics are not supported for that market. **Description** This view displays accumulated data on all brokers active for the selected symbol. This enables you to get fast access to the brokers that are the largest buyers, sellers. most active etc. **Available columns** * S (Checkbox for Timeline Selected) * Full name (The brokers name) * ID (The brokers ID) * Time (time of last trade/update) * \#Buys (Number of Buy Trades) * \#Sells (Number of Sells Trades) * \#Int Trades (Number Internal Trades) * \#Trades (Total number of Trades * \#Trades % (Trades shown in percent of total trades) * NB Value (Net Buy Value) * IValue (Internal Value) * TValue (Turnover Value) * TValue% (Turnover Value in percentage) **Changing Symbol code** In the Symbols page you can switch to another symbol on the same market by just starting to type the symbol code. **Pie - Totals** The pie chart provides data on the selected criteria visually. **Timeline - Selected** The Timeline view enables you to select different statistics to view and change the symbol for the given market. Below are the Top/bottom 5 brokers Net Buy Volume for Carlsberg B A/S . ## Filtering **Trades** By default all trades are displayed for the selected symbol. To set a filter on the what trades to display, right-click in the window while on the trades tab, and select "Show Filter". **Example** ![https://software.infrontservices.com/helpfiles/infront/ver85/en/symbol\_trades\_filter.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/symbol_trades_filter.png) In the above example a volume between 100-500 was selected, and Buyer ID or Seller ID was set to DDB. The trades list is then only displaying trades which meet the criteria. **Min and Max Volume** - Set a minimum and maximum volume for trades which should be shown in the trades list. **Buyer, Seller and Buyer or Seller** - Use Broker IDs (only some exchanges send out this information) to filter out buyers and sellers. **Trade type** - Filter to only show specific trade types. To filter more than one trade type use a comma. "STND,HID". **Auctions** - For markets with opening, closing and/or mid-day auctions. Filter to only show trades placed during an auction period. **Internal trades** - Display trades where the buyer id and the seller id are the same. The filter can be set to only show internal trades, or to exclude them from the list **Start time and End time** - Set the time period for trades which should be shown in the trades list. **Lit market** - Filter between lit and non-lit trades. Example below. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/symbol\_trades\_filter\_litonly.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/symbol_trades_filter_litonly.png) ## FX Trading The program includes support for FX trading of spots and forwards if your provider supports it. You can place and execute deals on both asset classes and follow the deals of the day to get a full overview of FX deals. The following windows are available for FX Trading: **FX Spots Window -** Enables a grid view which can be customized to view selected spot currencies. **FX Forward Window -** Enables a grid view which can be customized to view selected forward currencies. **Trading Window -** Providing overview of your Deals and Deal Requests. **New Deal Window -** Standard window for placing both spot and forward orders. **FX Spots Window** The FX Spots window is the main window for displaying spot prices in the terminal. It is a grid consisting of the spots of your selection which can easily be customized. Each spot in the grid consists of: * Name of currency cross * Button to view a chart of the spot * High/Low * The Sell and Buy price * Tick indicator to display positive/negative change on price ![https://software.infrontservices.com/helpfiles/infront/ver85/en/focus\_grid\_example.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/focus_grid_example.png) **Currency setup** Before you can use the FX Spots Window, you need to add the currency pairs you want to follow. The currency setup can be accessed by clicking the "+" sign in the spot grid or by clicking the wrench icon in the top left corner followed by "Edit currency pairs". There are two ways to add a new cross rate to the grid: By typing in the cross in the top left field or by click on the available currencies in the window. Typing in a cross and pressing "enter" or "add" will move that cross to the "Selected currencies list". Typing in an unavailable cross the field will turn red and adding it in incorrect order will make the field yellow. When selecting a cross by using the mouse unavailable crosses will go from bold to normal. **FX Forwards Window** The FX Forwards Window gives you a quick overview selected currency pairs. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/fx\_forwards.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/fx_forwards.png) **New Deal Window** The New Deal window is the main window for placing deal request for both spots and forwards. The fields displayed in this window will change based on the tenor selected. For instance a forward deal may contain fields such as forward points, NDF fixing selection and spot points. The window can be accessed by clicking any price in the spot or forward grid. ## Order Management System **How to open** Orderbooks can be opened by: * Right-clicking on a symbol from any list of symbols and selecting "Orderbook". * Type orderbook in search and press enter, then type the symbol you want to see an orderbook for. **General** Orderbooks displays public buy and sell orders and are available as MBO (Market by order) and MBL (Market by level). The terminal offers access to both Level 1 data and Level 2 data as well as consolidated orderbooks (combines orderbooks from the main listing exchange with multilateral trading facilities). The order book window can be linked with order windows, see Linking windows for more information. For selected markets the Orderbook can be displayed differently, e.g FX or Fixed Income data. **Example** ![https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook\_both.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook_both.png) The example shows a MBO orderbook (left) and a MBL orderbook (right) **Market by Level (MBL) Orderbook** - In this kind of orderbook all the public orders on a symbol from a specific exchange are accumulated into unique price levels. So if there are 35 orders at 52,30 SEK, there will be only one level in the orderbook with an accumulated volume of 55,748. **Market by Order (MBO) Orderbook** - The Market by Order orderbook contains all details o single orders in the public orderbook. An MBO orderbook may contain a large number of orders with exactly the same price. So you get much more detailed information about each order in the market. **Trading** - If you place an order through a trading service using the Terminal, the orderbook will highlight the price level that matches the price of your active order (green below). The feature is on by default, but can be turned off in Settings. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook\_trading.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook_trading.png) An active buy order placed at price 52.20 and active sell order placed at price 52.65 **Market By Level from MBO Orderbooks** - Sometimes the MBO orderbooks may contains just too much information to be useful or digestible. Accumulated MBL orderbooks aggregate all the orders that have the same price into one level. The advantage is that the detailed MBO information available. Each order will get a separate line in the orderbook viewable by clicking the + next to bid/ask. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook\_open.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook_open.png) To switch this on use the Window tool menu and select the "Visual preferences" tab. Select "Expand MBO levels" and then OK. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook\_setup.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook_setup.png) **Summary lines** The Orderbook contains two summary lines. These can be turn on/off by right-clicking in the Orderbook: * Summery line 1: Symbol ticker / Symbol description / VWAP / Volume / Last / Net change / Net Change % * Summery line 2: ISIN / Feed code / Feed name / Symbol code / Symbol Status / High / Low **Suspensions** If an instrument (normally a stock) is suspended, the Orderbook will automatically be displayed with a X mark. It is also possible to define a color for a suspended quote under Edit colors ”Background if Status Set". **Display of Auction Surplus volumes** Display imbalance volume in an opening or closing auction on the following exchanges; Xetra Frankfurt, Euronext Paris, Copenhagen, Helsinki, Stockholm, Oslo. **Quote Driven Markets (LSE)** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/20920540-75b5-4527-b86d-1f80b4b9d718](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/20920540-75b5-4527-b86d-1f80b4b9d718) # Portfolio Management ## Portfolio Configuration ### **Edit and delete portfolios:** **Edit holding properties** To edit holding quantity, open price, open currency an more, press the "Edit" button located in the Portfolio Tracker toolbar. The cells in question will appear with blue borders and are editable. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_editholding.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_editholding.png) **Edit portfolio properties** To modify properties of the portfolio such as name, currency, benchmark, and supporting information such as account number and ID, press the "Edit" button located in the Portfolio Tracker toolbar, and select the drop-down "Actions" > Portfolio Details ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_editportfoliodetails.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_editportfoliodetails.png) ### **Delete Portfolios:** To delete a portfolio imported from Excel or created manually, select "Actions" > "Delete Portfolio" on the Portfolio Tracker toolbar. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_deleteportfolio.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_deleteportfolio.png) ### **Create Portfolio Alerts:** You can create portfolio alerts, both based on aggregate portfolio performance, as well as changes in individual instruments. **How to create an alert from the List of Portfolios window** Right click on the portfolio you want to monitor and navigate in the "Alert me if" sub-menu. You can select between: * P\&L change% above: based today's percentage change of total portfolio value * P\&L change% below: based today's percentage change of total portfolio value * Any symbol change% above: based on today's percentage change of any instrument in the portfolio * Any symbol change% below: based on today's percentage change of any instrument in the portfolio ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_plistalert.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_plistalert.png) **How to create an alert from the Portfolio Tracker window** Click on the "Actions" drop-down located in the Portfolio Tracker toolbar and select "Add Portfolio Alert". ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_addalert.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_addalert.png) This action will open a window to input the conditions to be met to trigger the alert. P\&L change% above/below is based today's percentage change of total portfolio value. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_alertwindow.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_alertwindow.png) To create alerts on individual instruments in the portfolio, select "Add Symbols Alert". ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_addsymbolalert.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_addsymbolalert.png) ### **Import & Create Portfolios:** **Import portfolios from Portfolios Management Systems** If you have a Portfolio Management System, your portfolios will appear automatically on the "List of portfolios". **Import portfolios from Excel and CSV files** In the List of portfolios, press the New button. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_newporfolio.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_newporfolio.png) The "New Portfolio" window will open. You must give the portfolio a name and a base currency. In addition, you can add the Portfolio's benchmark, and optionally descriptive information such as Account Number and internal ID. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_newportwindow.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_newportwindow.png) To import your portfolio from an Excel or CSV file, press the "Load" button in the "Import" section of the New Portfolio window. A prompt will appear where you can map the different columns to the corresponding fields. To load your file, navigate to the selected directory in your computer where you have saved your Excel or CSV file containing the portfolio holdings. If you wish to maintain a single file, and automatically reflect those changes in your terminal, check the box "Automatic" located in the Import section of the New Portfolio window. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_automaticimport.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_automaticimport.png) **Creating portfolios manually** To create a new portfolio manually, press the New button in the List of portfolios. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_newporfolio.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_newporfolio.png) The "New Portfolio" window will open. You must give the portfolio a name and a base currency. In addition, you can add the Portfolio's benchmark, and optionally descriptive information such as Account Number and internal ID. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_newportwindow.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_newportwindow.png) Press the button "Create" located on the bottom of the window, and an empty Portfolio Tracker will appear. **Dragging and dropping instruments** You can add instruments to the empty portfolio by simply dragging and dropping symbols from market windows. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_draggingdropping.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_draggingdropping.png) **Adding instruments in the Portfolio Tracker** Press the button "Edit" located in the Portfolio Tracker toolbar. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_editbutton.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_editbutton.png) The edit properties will be opened in the toolbar, and press "Add". ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_addsymbol.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_addsymbol.png) To add listed instruments, press "Add Symbol" and a search window help you to find the correct asset. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_searchsymbol.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_searchsymbol.png) To add cash or non-traded instruments, select "Ass Cash or Other position". With this tool, you can add cash and alternative investments such as Private Equity, Real Estate, Hedge Funds, and more. When adding cash positions, you can also add a description to specify whether it is deposits, offset cash, borrowings, etc. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/pt\_cashother.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/pt_cashother.png) ## Portfolio Tools ### Portfolio Rebalancing Portfolio Rebalancing on The Satoshi Terminal is a dynamic tool that allows users to systematically adjust the weights of assets within their investment portfolio. This process aims to bring the portfolio back to its target asset allocation, considering changes in market conditions, asset performance, and the investor's risk tolerance. The goal is to optimize the portfolio's risk-return characteristics and maintain alignment with the investor's long-term financial goals. **Key Features:** * **Target Asset Allocation:** * Users set a target asset allocation based on their investment strategy, risk tolerance, and financial goals. This allocation serves as the benchmark for the desired distribution of assets in the portfolio. * **Dynamic Rebalancing:** * The tool monitors the actual asset allocation of the portfolio compared to the target allocation. When deviations occur due to market fluctuations or changes in asset values, the system triggers rebalancing to bring the portfolio back to its target distribution. * **Risk Management:** * Portfolio Rebalancing helps manage risk by preventing the portfolio from becoming overly concentrated in specific assets or asset classes. It ensures that risk exposure aligns with the investor's risk tolerance and overall risk management strategy. * **Tax Efficiency:** * The tool considers tax implications when rebalancing the portfolio. It aims to minimize tax consequences by strategically selling or buying assets to optimize the portfolio while considering tax implications such as capital gains. * **Customizable Parameters:** * Users can customize rebalancing parameters, including frequency (e.g., quarterly, annually), tolerance bands for allowable deviations from the target allocation, and tax considerations. This flexibility allows for tailored rebalancing strategies. * **Reporting and Analytics:** * Detailed reports and analytics provide users with insights into the impact of rebalancing on the portfolio's risk and return characteristics. Visualizations help users understand the effectiveness of the rebalancing strategy. **How It Works:** 1. **Set Target Asset Allocation:** * Users define their target asset allocation based on investment objectives, risk tolerance, and financial goals. This allocation serves as the reference point for portfolio composition. 2. **Monitor Portfolio Deviations:** * The system continuously monitors the actual asset allocation of the portfolio. Deviations from the target allocation trigger the need for rebalancing when assets drift outside predefined tolerance bands. 3. **Rebalancing Trigger:** * When deviations occur, the Portfolio Rebalancing tool automatically generates buy or sell orders to bring the portfolio back to its target allocation. The system considers tax implications and executes trades strategically. 4. **Execute Rebalancing Strategy:** * The tool executes the rebalancing strategy, optimizing the portfolio composition while minimizing tax consequences. Assets are bought or sold according to the target allocation and market conditions. 5. **Monitor Tax Implications:** * Portfolio Rebalancing considers tax efficiency by analyzing potential tax implications of trades. It aims to minimize tax consequences while achieving the desired asset allocation. 6. **Generate Reports and Insights:** * Users can access detailed reports and analytics that provide insights into the impact of rebalancing on the portfolio's risk and return characteristics. Visualizations help users understand the effectiveness of the rebalancing strategy. ### Theoretical Pricing The Theoretical Pricing feature on The Satoshi Terminal enables users to calculate the theoretical value of financial instruments, such as stocks, bonds, derivatives, and other securities. This process involves employing sophisticated mathematical models and utilizing relevant market data to estimate the fair value of these instruments. The primary objective is to assess whether an asset is overvalued or undervalued relative to its theoretical or intrinsic value. **Key Features:** * **Advanced Mathematical Models:** * The tool employs advanced mathematical models, such as option pricing models, discounted cash flow models, and other valuation methodologies, to calculate the theoretical price of financial instruments. * **Real-time Market Data Integration:** * The Theoretical Pricing feature integrates real-time market data, including asset prices, interest rates, and other relevant parameters, to ensure that the theoretical pricing reflects current market conditions. * **Customizable Valuation Parameters:** * Users can customize valuation parameters and assumptions based on their analysis and preferences. This flexibility allows for tailored theoretical pricing models that align with specific investment strategies. * **Scenario Analysis:** * The tool facilitates scenario analysis by allowing users to input different assumptions and parameters to observe how changes impact the theoretical pricing of financial instruments. This aids in understanding potential valuation uncertainties. * **Comparative Analysis:** * Users can compare the theoretical prices calculated by the tool with the actual market prices of assets. This comparative analysis helps identify potential discrepancies and market mispricing. * **Visualizations and Reports:** * Theoretical Pricing results are presented through visualizations and detailed reports, providing users with insights into potential mispricing and supporting decision-making processes. **How It Works:** 1. **Select Financial Instrument:** * Users choose the financial instrument (e.g., stock, bond, option) for which they want to calculate the theoretical price. 2. **Input Valuation Parameters:** * Customize valuation parameters and assumptions based on the selected instrument and analysis. This may include interest rates, volatility, dividend yields, and other relevant factors. 3. **Run Theoretical Pricing Calculation:** * Initiate the Theoretical Pricing calculation by clicking on the "Calculate" button. The tool employs the chosen mathematical model and integrates real-time market data to estimate the fair value of the selected instrument. 4. **Scenario Analysis (Optional):** * Users can perform scenario analysis by adjusting parameters and assumptions to observe how changes impact the theoretical price. This helps assess the sensitivity of the valuation to different factors. 5. **Compare with Market Prices:** * Compare the calculated theoretical price with the actual market price of the financial instrument. Identify instances of potential mispricing or discrepancies that may present investment opportunities. 6. **Generate Reports and Insights:** * Access detailed reports and visualizations that present the results of the Theoretical Pricing analysis. Gain insights into potential market mispricing and use the information to inform investment decisions. ### Customizable Reports Execution Venues Simulated Trading Engine The Simulated Trading Engine on The Satoshi Terminal offers users a risk-free environment to execute trades and test investment strategies. It provides a simulated marketplace where users can interact with financial instruments, execute trades, and observe the performance of their portfolios in real-time. This feature is instrumental for investors, traders, and analysts seeking to refine their strategies, assess the effectiveness of algorithms, and make informed decisions based on simulated market conditions. **Key Features:** * **Simulated Trading Environment:** * The tool creates a simulated trading environment that replicates real market conditions. Users can execute trades, monitor portfolio performance, and experience the dynamics of a virtual marketplace. * **Trade Execution and Order Types:** * Users can execute various types of trades and utilize different order types, including market orders, limit orders, stop orders, and more. This allows for a comprehensive simulation of different trading scenarios. * **Real-time Market Data Feed:** * The Simulated Trading Engine integrates a real-time market data feed, providing users with up-to-date information on asset prices, volumes, and other relevant market indicators during the simulation. * **Algorithmic Trading Simulation:** * For users employing algorithmic trading strategies, the Simulated Trading Engine supports the simulation of algorithmic trading scenarios. This allows users to test and refine their algorithms in a risk-free environment. * **Risk Management Simulation:** * Users can simulate risk management strategies by setting parameters for portfolio diversification, position sizing, and stop-loss levels. Evaluate the impact of risk management on overall portfolio performance. * **Performance Analytics:** * The tool generates performance analytics and reports, including metrics such as returns, volatility, drawdowns, and Sharpe ratio. Users can assess the effectiveness of their trading and investment strategies based on simulated outcomes. * **Scenario Analysis:** * Conduct scenario analysis by simulating different market conditions, economic events, or changes in trading strategies. Evaluate how portfolios perform under various scenarios to make informed decisions. **How It Works:** 1. **Select Financial Instruments:** * Users choose the financial instruments they want to include in the simulation. This could include stocks, bonds, options, or other tradable assets. 2. **Set Initial Portfolio:** * Define the initial portfolio by specifying the allocation of assets and initial investment amounts. This establishes the starting point for the simulation. 3. **Execute Simulated Trades:** * Users can execute simulated trades by placing orders through the Simulated Trading Engine. The tool provides a range of order types and execution options to replicate real-world trading scenarios. 4. **Monitor Portfolio Performance:** * Track the performance of the simulated portfolio in real-time. Gain insights into returns, volatility, and other key performance metrics. 5. **Algorithmic Trading Simulation (Optional):** * For users employing algorithmic trading strategies, simulate the execution of algorithmic trades and evaluate the performance of algorithms within the simulated environment. 6. **Evaluate Risk Management Strategies:** * Assess the impact of different risk management strategies on portfolio performance. Test parameters such as stop-loss levels, position sizing, and diversification to optimize risk-adjusted returns. 7. **Generate Reports and Insights:** * Access detailed reports and analytics summarizing the results of the simulated trading scenarios. Evaluate the effectiveness of strategies, identify areas for improvement, and make data-driven decisions. Complex Ordering ### Virtual Portfolios Virtual Portfolios on The Satoshi Terminal provide users with a simulated platform to build and manage investment portfolios using virtual funds. This feature replicates real market conditions, enabling users to explore various investment strategies, assess the performance of different asset allocations, and gain valuable insights into the dynamics of portfolio management. **Key Features:** * **Simulated Trading Environment:** * The Virtual Portfolios feature creates a realistic simulated trading environment that mirrors actual market conditions. Users can experience the dynamics of portfolio management without exposing real capital. * **Customizable Portfolio Creation:** * Users can create and customize virtual portfolios by selecting a variety of financial instruments, including stocks, bonds, ETFs, and other asset classes. This allows for the exploration of different investment themes and strategies. * **Risk-Free Investing:** * Since Virtual Portfolios use virtual funds, users can experiment with various investment approaches without the risk of actual financial loss. This is particularly beneficial for users who want to build confidence in their investment decisions. * **Asset Allocation Testing:** * Test and optimize different asset allocations within the virtual portfolios. Explore the impact of diversification, sector exposure, and other allocation strategies to understand how they influence portfolio performance. * **Real-time Market Data Integration:** * The feature integrates real-time market data, providing users with up-to-date information on asset prices, market trends, and other relevant indicators during the virtual portfolio simulation. * **Performance Analytics:** * Virtual Portfolios generate performance analytics and reports, including metrics such as total returns, volatility, and portfolio value over time. Users can analyze the effectiveness of their virtual portfolios and make informed decisions. * **Scenario Analysis:** * Conduct scenario analysis by simulating different market conditions, economic events, or changes in investment strategies within the virtual portfolios. This allows users to anticipate and plan for various scenarios. **How It Works:** 1. **Create a Virtual Portfolio:** * Users start by creating a virtual portfolio, selecting the financial instruments they want to include and defining the initial allocation of virtual funds. 2. **Execute Virtual Trades:** * Users can execute virtual trades within the simulated environment, buying and selling assets based on their investment decisions. The tool supports various order types and execution options. 3. **Monitor Portfolio Performance:** * Track the performance of virtual portfolios in real-time. Analyze metrics such as returns, volatility, and portfolio value to understand how different investment decisions impact performance. 4. **Test Asset Allocations:** * Experiment with different asset allocations to observe their impact on portfolio performance. Test variations in sector exposure, geographic diversification, and other allocation strategies. 5. **Scenario Analysis (Optional):** * Users can perform scenario analysis within the virtual portfolios, simulating different economic or market scenarios to evaluate the resilience and adaptability of their investment strategies. 6. **Generate Reports and Insights:** * Access detailed reports and analytics summarizing the results of virtual portfolio simulations. Analyze the performance of different strategies, identify areas for improvement, and make informed decisions. ## Portfolio Timing Models ### Momentum Rotation The Momentum Rotation feature on The Satoshi Terminal is an advanced tool designed to assess the historical performance of portfolios employing momentum-based rotation strategies. This specialized functionality allows users to backtest investment approaches that dynamically rotate assets based on momentum signals. Below is a comprehensive description of the Momentum Rotation feature: **Description:** Momentum Rotation on The Satoshi Terminal caters to investors and portfolio managers seeking to evaluate the historical performance of portfolios with momentum-based rotation strategies. This feature empowers users to backtest strategies that intelligently rotate assets based on momentum signals, aiming to capture trends and enhance overall performance. By leveraging historical data, users can gain insights into how momentum rotation strategies would have performed over different market conditions. **Key Features:** * **Momentum-Based Asset Rotation:** * The feature enables users to backtest portfolios with momentum-based asset rotation strategies. Explore approaches that dynamically adjust asset allocations to capitalize on prevailing momentum signals in the market. * **Historical Performance Evaluation:** * Users can evaluate the historical performance of portfolios with momentum rotation strategies. Assess returns, risk metrics, and other key performance indicators over specified historical periods, considering the effectiveness of momentum-based rotations. * **Signal-Driven Rotation Strategies:** * Backtest signal-driven rotation strategies that leverage momentum signals or indicators to intelligently rotate assets. Understand how these strategies would have performed historically in capturing trends and exploiting momentum. * **Risk-Return Analysis:** * Conduct a comprehensive risk-return analysis by examining the trade-offs between risk and return associated with portfolios utilizing momentum rotation. Gain insights into how momentum-based rotations impact overall performance. * **Parameterized Rotation Signals:** * Momentum Rotation Backtesting allows for the parameterization of rotation signals. Users can customize momentum signals and indicators for asset rotation, tailoring the backtesting process to specific investment strategies. * **Visualizations and Reports:** * Interactive visualizations and detailed reports present Momentum Rotation Backtesting results in a format conducive to decision-making. Visual representations aid in understanding the historical performance dynamics of portfolios with momentum-based rotations. **How It Works:** 1. **Define Momentum Rotation Signals:** * Specify momentum rotation signals or indicators based on market trends, price momentum, or other criteria. Define how asset rotations should be driven by momentum signals over the backtesting period. 2. **Select Historical Periods:** * Specify historical periods for backtesting, considering different market conditions and economic cycles. Users have the flexibility to assess the performance of portfolios with momentum rotations over varying time horizons. 3. **Run Momentum Rotation Backtesting:** * Initiate the Momentum Rotation Backtesting process by clicking on the "Run Backtest" button. The tool leverages historical market data to simulate the performance of portfolios with intelligently rotated assets based on momentum signals. 4. **Explore Backtesting Results:** * Explore the results of the backtesting process through interactive charts and reports. Gain insights into the historical performance, risk characteristics, and effectiveness of portfolios with momentum-based rotations. 5. **Optimize Rotation Strategies:** * Utilize backtesting insights to optimize momentum rotation strategies. Identify signals that have historically performed well in capturing trends and refining rotation parameters for improved risk-adjusted returns. **Benefit to Users:** Momentum Rotation on The Satoshi Terminal provides users with a powerful tool for evaluating the historical performance of portfolios employing momentum-based rotation strategies. By assessing the effectiveness of capturing trends and exploiting momentum, investors can gain valuable insights, inform decision-making, and optimize their investment approaches for improved future performance. This feature is particularly valuable for those seeking data-driven assessments of strategies that dynamically rotate assets based on momentum signals in evolving market conditions. ### Dual Momentum The Dual Momentum feature on The Satoshi Terminal is a sophisticated tool designed to assess the historical performance of portfolios utilizing dual momentum strategies. This specialized functionality allows users to backtest investment approaches that leverage both relative strength and absolute momentum signals. Below is a comprehensive description of the Dual Momentum feature: **Description:** Dual Momentum on The Satoshi Terminal caters to investors and portfolio managers seeking to evaluate the historical performance of portfolios with dual momentum strategies. This feature empowers users to backtest strategies that intelligently combine relative strength and absolute momentum signals, aiming to capture strong trends and enhance overall performance. By leveraging historical data, users can gain insights into how dual momentum strategies would have performed over different market conditions. **Key Features:** * **Combined Relative Strength and Absolute Momentum:** * The feature enables users to backtest portfolios with dual momentum strategies, combining relative strength and absolute momentum signals. Explore approaches that dynamically adjust asset allocations based on both the strength of assets and their momentum. * **Historical Performance Evaluation:** * Users can evaluate the historical performance of portfolios with dual momentum strategies. Assess returns, risk metrics, and other key performance indicators over specified historical periods, considering the effectiveness of the dual momentum approach. * **Signal Integration for Asset Allocation:** * Backtest signal integration for asset allocation, where relative strength and absolute momentum signals are integrated to make informed decisions about portfolio allocations. Understand how this integrated approach would have performed historically. * **Risk-Return Analysis:** * Conduct a comprehensive risk-return analysis by examining the trade-offs between risk and return associated with portfolios utilizing dual momentum. Gain insights into how the combination of relative strength and absolute momentum impacts overall performance. * **Parameterized Momentum Signals:** * Dual Momentum Backtesting allows for the parameterization of both relative strength and absolute momentum signals. Users can customize momentum signals and indicators for intelligent asset allocation, tailoring the backtesting process to specific investment strategies. * **Visualizations and Reports:** * Interactive visualizations and detailed reports present Dual Momentum Backtesting results in a format conducive to decision-making. Visual representations aid in understanding the historical performance dynamics of portfolios with dual momentum strategies. **How It Works:** 1. **Define Dual Momentum Signals:** * Specify both relative strength and absolute momentum signals or indicators based on market trends, price momentum, or other criteria. Define how asset allocations should be dynamically adjusted based on the combination of these signals over the backtesting period. 2. **Select Historical Periods:** * Specify historical periods for backtesting, considering different market conditions and economic cycles. Users have the flexibility to assess the performance of portfolios with dual momentum over varying time horizons. 3. **Run Dual Momentum Backtesting:** * Initiate the Dual Momentum Backtesting process by clicking on the "Run Backtest" button. The tool leverages historical market data to simulate the performance of portfolios with intelligently adjusted asset allocations based on both relative strength and absolute momentum signals. 4. **Explore Backtesting Results:** * Explore the results of the backtesting process through interactive charts and reports. Gain insights into the historical performance, risk characteristics, and effectiveness of portfolios with dual momentum strategies. 5. **Optimize Momentum Signals Integration:** * Utilize backtesting insights to optimize the integration of dual momentum signals. Identify combinations of relative strength and absolute momentum signals that have historically performed well and refine integration parameters for improved risk-adjusted returns. ### Adaptive Allocation The Adaptive Allocation feature on The Satoshi Terminal is an innovative tool designed to evaluate the historical performance of portfolios utilizing adaptive asset allocation strategies. This advanced functionality allows users to backtest investment approaches that intelligently adjust asset allocations based on evolving market conditions. Below is a comprehensive description of the Adaptive Allocation feature: **Description:** Adaptive Allocation on The Satoshi Terminal caters to investors and portfolio managers seeking to assess the historical performance of portfolios with adaptive asset allocation strategies. This feature empowers users to backtest intelligent approaches that dynamically adjust asset allocations in response to changing market conditions. By leveraging historical data, users can gain insights into how adaptive allocation strategies would have performed over different market environments. **Key Features:** * **Intelligent Asset Allocation:** * The feature enables users to backtest portfolios with intelligent and adaptive asset allocations. Explore strategies that dynamically respond to market signals, economic indicators, or other factors, optimizing allocations for enhanced performance. * **Historical Performance Evaluation:** * Users can evaluate the historical performance of portfolios with adaptive asset allocations. Assess returns, risk metrics, and other key performance indicators over specified historical periods, considering the intelligence behind allocation adjustments. * **Signal-Based Allocation Strategies:** * Backtest signal-based allocation strategies that leverage predefined signals or indicators to adjust asset weights intelligently. Understand how these adaptive strategies would have performed historically. * **Risk-Return Analysis:** * Conduct a comprehensive risk-return analysis by examining the trade-offs between risk and return associated with portfolios utilizing adaptive asset allocations. Gain insights into how intelligence in allocation adjustments impacts performance. * **Parameterized Allocation Signals:** * Adaptive Allocation Backtesting allows for the parameterization of allocation signals. Users can customize signals and indicators for intelligently adjusting asset weights, tailoring the backtesting process to specific investment strategies. * **Visualizations and Reports:** * Interactive visualizations and detailed reports present Adaptive Allocation Backtesting results in a format conducive to decision-making. Visual representations aid in understanding the historical performance dynamics of portfolios with adaptive asset allocations. **How It Works:** 1. **Define Adaptive Allocation Signals:** * Specify adaptive allocation signals or indicators based on market insights, economic factors, or other criteria. Define how asset allocations should intelligently adapt to changing conditions over the backtesting period. 2. **Select Historical Periods:** * Specify historical periods for backtesting, considering different market conditions and economic cycles. Users have the flexibility to assess the performance of portfolios with adaptive allocations over varying time horizons. 3. **Run Adaptive Allocation Backtesting:** * Initiate the Adaptive Allocation Backtesting process by clicking on the "Run Backtest" button. The tool leverages historical market data to simulate the performance of portfolios with intelligently adjusted asset allocations. 4. **Explore Backtesting Results:** * Explore the results of the backtesting process through interactive charts and reports. Gain insights into the historical performance, risk characteristics, and adaptability of portfolios with adaptive asset allocations. 5. **Optimize Allocation Strategies:** * Utilize backtesting insights to optimize adaptive allocation strategies. Identify signals that have historically performed well in adapting to market conditions and refine allocation parameters for improved risk-adjusted returns. ### Target Volatility The Target Volatility feature on The Satoshi Terminal is an advanced tool designed to assess the historical performance of portfolios with target volatility strategies. This specialized functionality allows users to backtest investment approaches that aim to maintain a specific level of portfolio volatility. Below is a comprehensive description of the Target Volatility feature: **Description:** Target Volatility on The Satoshi Terminal caters to investors and portfolio managers seeking to evaluate the historical performance of portfolios with target volatility strategies. This feature empowers users to backtest strategies that dynamically adjust asset allocations to achieve and maintain a predefined level of portfolio volatility. By leveraging historical data, users can gain insights into how target volatility strategies would have performed over different market conditions. **Key Features:** * **Dynamic Asset Allocation for Volatility Control:** * The feature enables users to backtest portfolios with dynamic asset allocation strategies for volatility control. Explore approaches that adjust asset allocations to achieve and maintain a target level of portfolio volatility. * **Historical Performance Evaluation:** * Users can evaluate the historical performance of portfolios with target volatility strategies. Assess returns, risk metrics, and other key performance indicators over specified historical periods, considering the effectiveness of volatility control. * **Volatility-Based Allocation Rules:** * Backtest volatility-based allocation rules that intelligently adjust asset weights to align with the target volatility. Understand how these strategies would have performed historically in managing and controlling portfolio volatility. * **Risk-Return Analysis:** * Conduct a comprehensive risk-return analysis by examining the trade-offs between risk and return associated with portfolios utilizing target volatility strategies. Gain insights into how volatility control impacts overall performance. * **Parameterized Volatility Targets:** * Target Volatility Backtesting allows for the parameterization of volatility targets. Users can customize target volatility levels based on risk preferences and investment objectives, tailoring the backtesting process to specific strategies. * **Visualizations and Reports:** * Interactive visualizations and detailed reports present Target Volatility Backtesting results in a format conducive to decision-making. Visual representations aid in understanding the historical performance dynamics of portfolios with target volatility strategies. **How It Works:** 1. **Define Target Volatility Levels:** * Specify target volatility levels based on risk preferences and investment objectives. Define the desired level of portfolio volatility that the strategy aims to achieve and maintain over the backtesting period. 2. **Select Historical Periods:** * Specify historical periods for backtesting, considering different market conditions and economic cycles. Users have the flexibility to assess the performance of portfolios with target volatility over varying time horizons. 3. **Run Target Volatility Backtesting:** * Initiate the Target Volatility Backtesting process by clicking on the "Run Backtest" button. The tool leverages historical market data to simulate the performance of portfolios with dynamically adjusted asset allocations to achieve and maintain the target volatility. 4. **Explore Backtesting Results:** * Explore the results of the backtesting process through interactive charts and reports. Gain insights into the historical performance, risk characteristics, and effectiveness of portfolios with target volatility strategies. 5. **Optimize Volatility Control Strategies:** * Utilize backtesting insights to optimize target volatility strategies. Identify volatility targets and allocation rules that have historically performed well in achieving and maintaining the desired level of portfolio volatility. ### Core-Satellite The Core-Satellite Portfolio Strategy feature on The Satoshi Terminal is a comprehensive tool designed to assess the historical performance of portfolios following the core-satellite approach. This sophisticated functionality allows users to backtest investment strategies that combine a core portfolio with satellite portfolios, offering a balanced and diversified investment approach. Below is a comprehensive description of the Core-Satellite Portfolio Strategy feature: **Description:** The Core-Satellite Portfolio Strategy on The Satoshi Terminal caters to investors and portfolio managers seeking to evaluate the historical performance of portfolios using the core-satellite approach. This feature empowers users to backtest strategies that combine a core portfolio, representing the foundation of the investment strategy, with satellite portfolios that provide opportunities for alpha generation or targeted exposures. By leveraging historical data, users can gain insights into how the core-satellite approach would have performed over different market conditions. **Key Features:** * **Core Portfolio Foundation:** * The feature enables users to define a core portfolio that forms the foundation of the investment strategy. The core portfolio typically consists of broad-market, well-diversified assets. * **Satellite Portfolios for Specific Exposures:** * Users can create satellite portfolios designed to achieve specific objectives, such as alpha generation, sector exposure, or thematic investments. These satellite portfolios complement the core portfolio. * **Historical Performance Evaluation:** * Backtest the historical performance of the overall portfolio, considering the combination of core and satellite portfolios. Assess returns, risk metrics, and other key performance indicators over specified historical periods. * **Dynamic Asset Allocation:** * Explore dynamic asset allocation strategies between the core and satellite portfolios. Backtest different weightings and rebalancing frequencies to optimize the overall portfolio's performance. * **Risk-Return Analysis:** * Conduct a comprehensive risk-return analysis by examining the trade-offs between risk and return associated with the core-satellite approach. Gain insights into how the combination of core and satellite portfolios impacts overall performance. * **Customizable Portfolio Components:** * Core-Satellite Portfolio Backtesting allows for the customization of core and satellite portfolio components. Users can tailor the assets included in each portfolio to align with their investment preferences and objectives. * **Visualizations and Reports:** * Interactive visualizations and detailed reports present Core-Satellite Portfolio Backtesting results in a format conducive to decision-making. Visual representations aid in understanding the historical performance dynamics of portfolios following the core-satellite approach. **How It Works:** 1. **Define Core Portfolio Composition:** * Specify the assets and weightings that form the core portfolio. Design the core to provide a stable foundation for the overall portfolio. 2. **Create Satellite Portfolios:** * Develop satellite portfolios with specific objectives, such as alpha generation or targeted exposures. Customize each satellite portfolio to complement the core and achieve desired outcomes. 3. **Select Historical Periods:** * Specify historical periods for backtesting, considering different market conditions and economic cycles. Users have the flexibility to assess the performance of the core-satellite portfolio over varying time horizons. 4. **Run Core-Satellite Portfolio Backtesting:** * Initiate the Core-Satellite Portfolio Backtesting process by clicking on the "Run Backtest" button. The tool leverages historical market data to simulate the performance of the overall portfolio. 5. **Explore Backtesting Results:** * Explore the results of the backtesting process through interactive charts and reports. Gain insights into the historical performance, risk characteristics, and effectiveness of the core-satellite portfolio strategy. 6. **Optimize Asset Allocations:** * Utilize backtesting insights to optimize asset allocations between the core and satellite portfolios. Identify weightings and rebalancing strategies that have historically achieved the desired balance of stability and alpha generation. ## Factor Analysis Tools ### Factor Regression The Factor Regression feature on The Satoshi Terminal is an advanced analytical tool designed to dissect the performance of portfolios and investment strategies. Leveraging factor regression analysis, this feature allows users to understand the impact of key factors on portfolio returns, providing insights into risk exposures and performance attribution. Below is a comprehensive description of the Factor Regression feature: **Description:** The Factor Regression feature on The Satoshi Terminal empowers users to conduct detailed analysis of portfolio performance through factor regression. This sophisticated tool systematically assesses the influence of key factors, such as market risk, size, value, momentum, and others, on portfolio returns. By unraveling the underlying factors driving performance, users can make informed decisions, optimize portfolios, and enhance risk management. **Key Features:** * **Factor Regression Analysis:** * The feature conducts factor regression analysis to quantify the impact of various factors on portfolio returns. This includes assessing the contributions of market risk, size, value, momentum, and other relevant dimensions. * **Risk Exposure Identification:** * Users can identify and understand the risk exposures within their portfolios through factor regression. This includes discerning how different factors contribute to the overall risk profile of the investment strategy. * **Performance Attribution:** * Assess the performance attribution of portfolios by analyzing how specific factors contribute to returns. Factor regression enables users to distinguish between skill-based returns and those driven by underlying market factors. * **Customizable Analysis:** * Customize factor regression analysis by selecting specific factors of interest. Tailor the analysis to align with the unique characteristics of the portfolio and the user's risk preferences. * **Visualizations and Reports:** * Access interactive visualizations and detailed reports that present factor regression results in a comprehensible format. Visual representations aid in interpreting the relationships between portfolio returns and contributing factors. **How It Works:** 1. **Select Portfolio and Factors:** * Choose the portfolio for factor regression analysis. Specify the key factors, such as market risk, size, value, momentum, and others, that you want to analyze in relation to portfolio returns. 2. **Run Factor Regression Analysis:** * Initiate the factor regression analysis by clicking on the "Run Regression" button. The tool processes the selected portfolio and factors, providing detailed insights into the relationships between them. 3. **Explore Results:** * Explore the results of the factor regression analysis through interactive charts and reports. Understand how each factor contributes to portfolio returns and identify the key drivers of performance. 4. **Risk Exposure Assessment:** * Assess the risk exposures identified through factor regression. Understand the impact of different factors on the overall risk profile of the portfolio, aiding in risk management and mitigation strategies. 5. **Performance Attribution Insights:** * Gain insights into performance attribution by analyzing how specific factors contribute to returns. Distinguish between skill-based returns and those attributed to underlying market dynamics, enhancing the understanding of portfolio performance. ### Risk Factor Allocation The Risk Factor Allocation feature on The Satoshi Terminal is a sophisticated tool designed to optimize portfolio risk management by systematically allocating risk across key factors. This feature empowers users to identify, assess, and allocate risk exposure to various factors, providing a nuanced approach to portfolio construction and optimization. Below is a comprehensive description of the Risk Factor Allocation feature: **Description:** The Risk Factor Allocation feature on The Satoshi Terminal is a strategic tool that enhances portfolio risk management through systematic allocation across key factors. By identifying and understanding the impact of various risk factors, users can optimize their portfolios to align with specific risk preferences and investment goals. This feature employs advanced methodologies to allocate risk intelligently and foster a more resilient portfolio. **Key Features:** * **Factor Risk Identification:** * Users can identify and assess the impact of key risk factors on portfolio performance. This includes factors such as market risk, interest rate risk, currency risk, credit risk, and other relevant dimensions. * **Dynamic Allocation:** * The feature dynamically allocates portfolio risk across identified factors based on real-time market conditions. This adaptability ensures that risk allocation remains aligned with the evolving financial landscape. * **Customizable Risk Preferences:** * Investors have the flexibility to customize risk preferences and factor weights based on their unique investment strategies. Tailor risk allocations to align with specific risk tolerance levels and performance objectives. * **Risk Attribution:** * Understand the contribution of each risk factor to overall portfolio risk. The tool provides detailed risk attribution, enabling users to discern the sources of risk and make informed adjustments. * **Visualizations and Reports:** * Access interactive visualizations and detailed reports that present risk factor allocations in a clear and concise manner. Visual representations aid in interpreting the impact of different factors on portfolio risk. **How It Works:** 1. **Identify Key Risk Factors:** * Choose the key risk factors for analysis, including market risk, interest rate risk, currency risk, credit risk, and others. This step ensures a comprehensive assessment of risk exposure. 2. **Dynamic Allocation Process:** * Initiate the risk factor allocation process by selecting the appropriate risk factors and clicking on the "Allocate Risk" button. The tool dynamically adjusts portfolio weights based on the identified factors. 3. **Customize Risk Preferences:** * Customize risk preferences by adjusting factor weights according to specific risk tolerance levels and investment goals. This customization empowers users to tailor risk allocations to their unique preferences. 4. **Review Risk Attribution:** * Examine the risk attribution results, which detail the contribution of each factor to overall portfolio risk. This insight facilitates a deeper understanding of the portfolio's risk profile. 5. **Optimize Portfolio Construction:** * Utilize risk factor allocation insights to optimize portfolio construction. Allocate assets strategically based on risk factors to achieve a balanced and resilient portfolio. ### Match Factor Exposures The Match Factor Exposures feature on The Satoshi Terminal is a sophisticated tool designed to align and match factor exposures across various portfolios. This advanced functionality allows users to compare and synchronize factor exposures, facilitating a harmonized approach to factor-based investing. Below is a comprehensive description of the Match Factor Exposures feature: **Description:** The Match Factor Exposures feature on The Satoshi Terminal offers users the ability to align and synchronize factor exposures across multiple portfolios. This advanced tool enables investors to compare the factor exposures of different portfolios, identify disparities, and strategically match factor weights. By harmonizing factor exposures, users can maintain consistency in their factor-based investment strategies. **Key Features:** * **Factor Exposure Alignment:** * The feature facilitates the alignment of factor exposures across different portfolios. Users can specify the factors of interest and match the weights to ensure consistency in factor exposures. * **Portfolio Comparison:** * Conduct a comprehensive comparison of factor exposures between multiple portfolios. Identify variations in factor weights and make strategic adjustments to achieve a desired level of exposure consistency. * **Dynamic Matching:** * Users can dynamically match factor exposures based on real-time market conditions. This adaptability ensures that factor exposures remain synchronized in response to changes in the financial landscape. * **Customizable Matching Criteria:** * Customize matching criteria by specifying the factors to be considered and setting matching thresholds. Tailor the matching process to align with specific investment goals and factor preferences. * **Visualizations and Reports:** * Access interactive visualizations and detailed reports that illustrate the matched factor exposures. Visual representations aid in comprehending the level of alignment achieved and highlight any remaining disparities. **How It Works:** 1. **Select Portfolios and Factors:** * Choose the portfolios for factor exposure matching. Specify the factors of interest that you want to align across the selected portfolios. 2. **Define Matching Criteria:** * Set matching criteria, including matching thresholds and specific factors to consider. Customize the matching process to align with your desired level of factor exposure consistency. 3. **Run Factor Exposure Matching:** * Initiate the matching process by clicking on the "Match Exposures" button. The tool dynamically adjusts factor weights to achieve alignment based on the specified matching criteria. 4. **Review Matching Results:** * Review the results of the factor exposure matching process. Visualize the matched factor exposures through interactive charts and reports, identifying any remaining disparities. 5. **Optimize Consistency:** * Utilize the insights gained from matching results to make strategic adjustments and optimize factor exposure consistency across portfolios. Ensure that factor weights align with the desired investment strategy. ### Principal Component Analysis The Principal Component Analysis (PCA) feature on The Satoshi Terminal is a sophisticated analytical tool designed to unravel complex relationships within financial datasets. By employing PCA, this feature enables users to identify key factors driving portfolio performance, reduce dimensionality, and enhance decision-making. Below is a comprehensive description of the Principal Component Analysis feature: **Description:** The Principal Component Analysis feature on The Satoshi Terminal empowers users to unlock the latent patterns and underlying structures within financial datasets. PCA is a powerful mathematical technique that transforms original variables into a set of uncorrelated variables called principal components. This feature is designed to provide users with a comprehensive understanding of the key drivers influencing portfolio dynamics, facilitating informed investment decisions. **Key Features:** * **Dimensionality Reduction:** * PCA reduces the dimensionality of financial datasets by transforming them into a smaller set of principal components. This simplification enhances the interpretability of complex data. * **Identifying Key Factors:** * Users can identify the key factors or principal components that explain the majority of variance within the dataset. This insight aids in focusing on the most influential elements driving portfolio performance. * **Risk Decomposition:** * PCA enables the decomposition of portfolio risk into individual principal components. This allows users to discern the sources of risk within their portfolios and make targeted risk management decisions. * **Portfolio Construction:** * Utilize PCA results for portfolio construction by weighting assets based on their contributions to principal components. This approach helps optimize portfolio composition for enhanced risk-return profiles. * **Visualizations and Reports:** * Access interactive visualizations and detailed reports that present PCA results in a user-friendly format. Visual representations aid in comprehending the relationships and contributions of variables. **How It Works:** 1. **Select Financial Dataset:** * Choose the financial dataset for PCA analysis. This dataset may include asset returns, market indicators, or other relevant financial variables. 2. **Run Principal Component Analysis:** * Initiate the PCA analysis by selecting the appropriate variables and clicking on the "Run PCA" button. The tool transforms the dataset into principal components and extracts valuable insights. 3. **Explore Principal Components:** * Explore the identified principal components and their contributions to overall variance. Identify the key factors driving portfolio dynamics and understand their significance. 4. **Risk Decomposition:** * Assess the risk decomposition provided by PCA. Understand how individual principal components contribute to portfolio risk, facilitating a more nuanced risk management approach. 5. **Portfolio Optimization:** * Leverage PCA results for portfolio optimization by assigning weights to assets based on their contributions to principal components. This approach enhances portfolio construction and aligns it with identified key factors. ### Fund Factor Regressions The Fund Factor Regressions feature on The Satoshi Terminal is a robust analytical tool designed to provide comprehensive insights into the performance of investment funds. By leveraging factor regression analysis, this feature allows users to understand the factors influencing fund returns and make informed investment decisions. Below is an in-depth description of the Fund Factor Regressions feature: **Description:** The Fund Factor Regressions feature on The Satoshi Terminal empowers users to delve deep into the performance of investment funds through advanced factor regression analysis. This tool systematically analyzes the factors influencing fund returns, offering a nuanced understanding of performance drivers. By unraveling the impact of various factors, users can make data-driven decisions to optimize their fund portfolios. **Key Features:** * **Factor Regression Analysis:** * The feature conducts factor regression analysis to identify and quantify the impact of key factors on fund returns. This includes factors such as market risk, size, value, momentum, and others. * **Performance Attribution:** * Gain insights into fund performance attribution by understanding the contribution of specific factors. This feature helps users discern the sources of fund returns, leading to more informed investment strategies. * **Risk Assessment:** * Assess fund risks by examining factor exposures and sensitivities. The tool provides a comprehensive risk assessment, allowing users to proactively manage and mitigate potential risks in their fund portfolios. * **Customizable Analysis:** * Customize factor regression analysis based on user preferences and investment goals. Tailor the analysis to focus on specific factors or time periods, providing flexibility for detailed exploration. * **Visualizations and Reports:** * Access interactive visualizations and detailed reports that present factor regression results in an easy-to-understand format. Visual representations aid in interpreting complex relationships between fund performance and various factors. **How It Works:** 1. **Select Fund and Factors:** * Choose the specific investment fund for factor regression analysis. Select the factors of interest, such as market risk, size, value, momentum, and others, to tailor the analysis. 2. **Run Factor Regression:** * Initiate the factor regression analysis by clicking on the "Run Regression" button. The tool processes the selected fund and factors to generate comprehensive regression results. 3. **Explore Results:** * Explore the results through interactive visualizations and detailed reports. Understand the impact of each factor on the fund's returns and identify the key drivers contributing to performance. 4. **Performance Attribution:** * Evaluate performance attribution by assessing how each factor contributes to fund returns. This feature enables users to distinguish between skill-based returns and factor-driven performance. 5. **Risk Assessment:** * Assess the fund's risk profile by examining factor exposures. Identify potential risks associated with specific factors and make informed decisions to optimize the fund portfolio's risk-return profile. ### Fund Performance Attribution The Fund Performance Attribution feature on The Satoshi Terminal is an advanced analytical tool designed to dissect the performance of investment funds, providing users with a comprehensive understanding of the factors driving returns. Through meticulous attribution analysis, this feature enables investors to discern the sources of fund performance, distinguishing between skill-based returns and market-driven factors. Below is a detailed description of the Fund Performance Attribution feature: **Description:** The Fund Performance Attribution feature on The Satoshi Terminal empowers users to unravel the complexities of investment fund performance. By conducting in-depth attribution analysis, this tool systematically breaks down fund returns into components, allowing users to identify and quantify the impact of various factors. Investors gain insights into how different elements contribute to overall performance, facilitating more informed decision-making. **Key Features:** * **Return Decomposition:** * The feature decomposes fund returns into distinct components, including skill-based returns, market-driven returns, and other specific factors. This breakdown provides clarity on the origins of fund performance. * **Identifying Key Drivers:** * Users can identify and quantify the contribution of key drivers to fund performance. This includes factors such as security selection, asset allocation, timing decisions, and other relevant components. * **Risk-Adjusted Analysis:** * Conduct risk-adjusted analysis to assess the effectiveness of fund management in generating alpha. Evaluate fund performance in relation to risk factors, enhancing the understanding of risk-adjusted returns. * **Time Series Analysis:** * Explore fund performance attribution over different time periods. Conducting time series analysis allows users to identify trends, patterns, and changes in the impact of various factors on fund returns. * **Visualizations and Reports:** * Access interactive visualizations and detailed reports that present fund performance attribution results in a comprehensible format. Visual representations aid in interpreting the nuanced relationships between fund returns and contributing factors. **How It Works:** 1. **Select Fund and Time Period:** * Choose the specific investment fund for performance attribution analysis. Specify the time period of interest, allowing for flexibility in examining fund returns over different horizons. 2. **Run Attribution Analysis:** * Initiate the attribution analysis by selecting the appropriate parameters and clicking on the "Run Attribution" button. The tool systematically breaks down fund returns into their constituent components. 3. **Explore Attribution Components:** * Explore the results by examining the different components of fund performance attribution. Identify key drivers, including skill-based returns, market-driven factors, and other relevant components. 4. **Risk-Adjusted Assessment:** * Conduct risk-adjusted analysis to evaluate how fund performance compares to underlying risk factors. Assess the ability of fund managers to generate alpha while accounting for risk exposure. 5. **Time Series Insights:** * Gain insights into fund performance attribution over different time series. Analyze changes in the impact of various factors on fund returns, aiding in the identification of evolving trends. ### Factor Exposure Analysis The Factor Exposure Analysis feature on The Satoshi Terminal empowers investors with a robust tool to comprehensively analyze and understand the intricate factors influencing portfolio performance. This analytical tool is designed to enhance decision-making processes and facilitate effective risk management. Below is a detailed description of the Factor Exposure Analysis feature: **Description:** The Factor Exposure Analysis feature on The Satoshi Terminal is a sophisticated analytical tool that delves into the multifaceted factors shaping the performance of your investment portfolio. Drawing inspiration from advanced financial models, this tool offers a comprehensive approach to factor exposure analysis. It allows users to scrutinize their portfolio's sensitivity to various factors, providing valuable insights for making informed investment decisions. **Key Features:** * **In-Depth Factor Coverage:** * The tool covers a spectrum of critical factors, including market risk, interest rate risk, currency risk, credit risk, quality factor exposure, size factor exposure, value factor exposure, momentum factor exposure, volatility factor exposure, and liquidity factor exposure. * **Customizable Analysis:** * Investors have the flexibility to customize the analysis by selecting specific factors of interest. Tailor the analysis based on the unique characteristics of your portfolio and your risk preferences. * **Comprehensive Reports:** * Detailed reports are generated post-analysis, offering a comprehensive breakdown of factor exposures. These reports provide valuable insights into the impact of each factor on the portfolio. * **Interactive Visualizations:** * Leverage interactive charts and graphs to visually explore factor exposures. Customize visuals to emphasize specific data points, enabling a nuanced understanding of trends and patterns. * **Export Functionality:** * Export analysis results effortlessly in various formats, including PDF and Excel. This facilitates seamless sharing of reports with team members or clients for collaborative decision-making. **How It Works:** 1. **Factor Selection:** * Navigate to the "Factors" section, where you can choose specific factors for analysis. This step allows you to focus on the factors most relevant to your portfolio. 2. **Run Analysis:** * Initiate the factor exposure analysis by clicking on the "Run Analysis" button. The tool processes the selected factors, providing insightful results for each aspect of your portfolio. 3. **Review Reports:** * Delve into the detailed reports generated post-analysis. These reports offer a granular understanding of how each factor influences your portfolio, aiding in strategic decision-making. 4. **Interactive Visualization:** * Utilize the interactive visualizations to explore factor exposures in a dynamic and engaging manner. Customize visuals to enhance your comprehension of the analysis results. 5. **Export and Share:** * Export analysis results with ease, selecting the format that suits your needs. Share comprehensive reports with your team or clients, fostering collaboration and informed decision-making. ## Monte Carlo Analysis ### Monte Carlo Simulation The Monte Carlo Simulation feature on The Satoshi Terminal is a powerful analytical tool designed to assess and analyze the potential outcomes of investment strategies under uncertain market conditions. Leveraging advanced stochastic modeling, this feature enables users to simulate various scenarios, providing a probabilistic view of future portfolio performance. Below is a comprehensive description of the Monte Carlo Simulation feature: **Description:** The Monte Carlo Simulation feature on The Satoshi Terminal empowers users to explore the potential outcomes of their investment strategies by simulating multiple scenarios. This advanced tool uses stochastic modeling to incorporate uncertainty and randomness, allowing investors to make informed decisions in the face of market variability. By running simulations, users gain valuable insights into the range of possible portfolio returns and risks. **Key Features:** * **Stochastic Modeling:** * The feature employs stochastic modeling to simulate random market variables, capturing the inherent uncertainty in financial markets. This approach enables a more realistic and dynamic representation of potential future scenarios. * **Scenario Analysis:** * Users can conduct scenario analysis by running simulations under different market conditions. Explore a range of scenarios to understand how variations in market factors may impact portfolio performance. * **Probability Distribution:** * Monte Carlo Simulation generates probability distributions of potential portfolio returns, providing users with a probabilistic view of outcomes. This allows for a more nuanced understanding of the likelihood of achieving specific performance levels. * **Risk Assessment:** * Assess portfolio risks by analyzing the spread of potential outcomes in the simulation results. Identify worst-case and best-case scenarios, helping users make risk-informed decisions and refine risk management strategies. * **Customizable Parameters:** * Customize simulation parameters, including time horizons, market variables, and other relevant factors. Tailor simulations to align with specific investment goals and risk preferences. * **Visualizations and Reports:** * Access interactive visualizations and detailed reports that present Monte Carlo Simulation results in an easily interpretable format. Visual representations aid in comprehending the range of potential outcomes and associated risks. **How It Works:** 1. **Define Simulation Parameters:** * Specify simulation parameters, including time horizons, market variables, and any other factors relevant to the investment strategy. Customize the simulation to align with specific scenarios of interest. 2. **Run Monte Carlo Simulation:** * Initiate the Monte Carlo Simulation by clicking on the "Run Simulation" button. The tool generates multiple simulated scenarios by considering random variations in market factors. 3. **Explore Simulation Results:** * Explore the results of the Monte Carlo Simulation through interactive charts and reports. Gain insights into the probability distribution of potential portfolio returns and assess the impact of uncertainty on performance. 4. **Scenario Analysis:** * Conduct scenario analysis by examining how variations in market conditions affect simulated outcomes. Identify key factors influencing performance and use this information for strategic decision-making. 5. **Risk-Informed Decision-Making:** * Utilize the Monte Carlo Simulation results for risk-informed decision-making. Identify potential risks and opportunities, refine investment strategies, and make decisions that align with risk tolerance and objectives. ### Monte Carlo Simulation Planning The Monte Carlo Simulation Planning feature on The Satoshi Terminal offers a specialized tool designed for strategic planning and decision-making in dynamic environments. This unique functionality enables users to simulate a range of future scenarios, considering multiple factors, to develop robust plans and optimize decision pathways. Below is a comprehensive description of the Monte Carlo Simulation Planning feature: **Description:** Monte Carlo Simulation Planning on The Satoshi Terminal is tailored for strategic planners and decision-makers looking to navigate uncertainty and optimize planning processes. This specialized tool utilizes advanced simulation techniques to generate a spectrum of potential future scenarios. By incorporating various influencing factors, users can develop resilient plans, anticipate uncertainties, and make strategic decisions that account for a broad range of possibilities. **Key Features:** * **Scenario Diversification:** * The feature allows users to diversify scenarios by considering multiple influencing factors. This enables a more comprehensive exploration of potential outcomes, providing a holistic view of the planning landscape. * **Dynamic Parameter Adjustment:** * Users can dynamically adjust simulation parameters to reflect evolving conditions. This adaptability ensures that planning scenarios remain relevant and responsive to changes in the external environment. * **Decision Pathway Optimization:** * Monte Carlo Simulation Planning goes beyond traditional simulations by incorporating optimization algorithms. This feature helps users identify optimal decision pathways based on simulated scenarios, enhancing strategic planning capabilities. * **Resource Allocation Strategies:** * Develop resource allocation strategies by analyzing the impact of different scenarios on resource requirements. This enables more informed decisions regarding budgeting, staffing, and other key planning elements. * **Customizable Planning Models:** * Tailor planning models by specifying factors of interest, adjusting risk tolerance levels, and setting optimization criteria. This customization empowers users to align the simulation with unique planning objectives. * **Visualizations and Reports:** * Access interactive visualizations and detailed reports that present Monte Carlo Simulation Planning results in a format conducive to strategic decision-making. Visual representations aid in understanding the diverse range of planning outcomes. **How It Works:** 1. **Define Planning Objectives:** * Specify planning objectives and key performance indicators. Clearly define the factors that influence planning outcomes, such as market conditions, resource availability, or external variables. 2. **Configure Simulation Parameters:** * Configure simulation parameters, including the range and variability of influencing factors. Users have the flexibility to adjust parameters dynamically, ensuring that simulations align with evolving planning requirements. 3. **Run Monte Carlo Simulation Planning:** * Initiate the Monte Carlo Simulation Planning process by clicking on the "Run Planning Simulation" button. The tool generates diversified scenarios and optimizes decision pathways based on the specified planning objectives. 4. **Explore Scenario Outcomes:** * Explore the outcomes of the simulation through interactive charts and reports. Gain insights into the diverse range of planning scenarios, resource requirements, and optimal decision pathways. 5. **Optimize Decision-Making:** * Utilize the insights gained from Monte Carlo Simulation Planning to optimize decision-making. Identify robust planning strategies, allocate resources effectively, and make informed decisions that account for uncertainties in the planning landscape. ### Asset Liability Modeling The Asset Liability Modeling (ALM) feature on The Satoshi Terminal is a comprehensive tool designed to optimize financial decision-making by aligning assets and liabilities within an organization. This advanced functionality allows users to simulate different financial scenarios, assess the impact of various factors, and strategically manage assets and liabilities to achieve organizational objectives. Below is a detailed description of the Asset Liability Modeling feature: **Description:** The Asset Liability Modeling feature on The Satoshi Terminal empowers organizations to enhance financial planning and decision-making by effectively aligning assets and liabilities. This advanced tool employs sophisticated modeling techniques to simulate various financial scenarios, providing insights into the impact of market conditions, interest rates, and other factors on the organization's financial position. ALM enables users to optimize asset and liability management strategies to achieve long-term financial goals. **Key Features:** * **Scenario Simulation:** * The feature allows users to simulate different financial scenarios, considering variations in interest rates, market conditions, and other relevant factors. This enables organizations to assess the impact of external factors on their financial position. * **Cash Flow Projection:** * ALM provides detailed cash flow projections, helping organizations understand the timing and magnitude of cash inflows and outflows. This insight aids in liquidity management and ensures effective matching of assets and liabilities. * **Risk Management:** * Assess and manage risks associated with asset and liability positions. ALM facilitates risk analysis by considering factors such as interest rate risk, market risk, and credit risk, allowing organizations to implement risk mitigation strategies. * **Optimization Strategies:** * Users can develop optimization strategies to align assets and liabilities effectively. This includes adjusting the investment portfolio, refinancing debt, and implementing other financial strategies to achieve desired risk-return profiles. * **Customizable Modeling:** * Customize the ALM modeling process by specifying parameters such as time horizons, interest rate assumptions, and market scenarios. Tailor the modeling to align with the organization's unique financial landscape. * **Visualizations and Reports:** * Access interactive visualizations and detailed reports that present ALM results in a clear and actionable format. Visual representations aid in understanding the impact of different scenarios on financial positions. **How It Works:** 1. **Define ALM Parameters:** * Specify ALM parameters, including time horizons, interest rate assumptions, and market scenarios. Customize the modeling process to align with the organization's financial goals and risk tolerance. 2. **Run Asset Liability Modeling:** * Initiate the Asset Liability Modeling process by clicking on the "Run ALM" button. The tool generates simulations, considering various scenarios to project cash flows, assess risks, and optimize asset and liability positions. 3. **Explore Simulation Results:** * Explore the results of the ALM simulations through interactive charts and reports. Gain insights into cash flow projections, risk exposures, and the effectiveness of optimization strategies. 4. **Strategic Decision-Making:** * Utilize ALM results for strategic decision-making. Identify opportunities to optimize asset and liability positions, manage risks effectively, and align financial strategies with organizational objectives. 5. **Implementation of Strategies:** * Implement optimization strategies based on ALM insights. This may include adjusting investment portfolios, refinancing debt, or making other financial decisions to achieve a more favorable asset and liability structure. ## Portfolio Backtesting ### Asset Allocation Backtesting The Asset Allocation Backtesting feature on The Satoshi Terminal is a robust tool designed to evaluate the historical performance of different asset allocation strategies. This specialized functionality enables users to assess the effectiveness of portfolio allocations over past periods, allowing for data-driven insights and informed decision-making. Below is a comprehensive description of the Asset Allocation Backtesting feature: **Description:** Asset Allocation Backtesting on The Satoshi Terminal is tailored for investors and portfolio managers aiming to assess the historical performance of asset allocation strategies. This feature enables users to backtest various portfolio allocations against historical market data, offering valuable insights into how different strategies would have performed in past market conditions. By leveraging historical data, users can make informed decisions about the effectiveness of asset allocation approaches. **Key Features:** * **Historical Performance Evaluation:** * The feature allows users to evaluate the historical performance of different asset allocation strategies. This includes assessing returns, risk metrics, and other key performance indicators over specified historical periods. * **Scenario Comparison:** * Users can compare multiple asset allocation scenarios by backtesting against historical market data. This facilitates a side-by-side assessment of how different allocation strategies would have fared in various market conditions. * **Risk-Return Analysis:** * Conduct a comprehensive risk-return analysis by examining the trade-offs between risk and return associated with different asset allocation approaches. Understand the historical performance dynamics of each strategy. * **Dynamic Parameter Adjustment:** * Backtesting allows for the dynamic adjustment of parameters, such as asset weights and rebalancing frequencies. Users can explore the impact of different parameter choices on the historical performance of asset allocation strategies. * **Statistical Metrics:** * Access a range of statistical metrics that quantify the performance of asset allocation strategies. Metrics may include Sharpe ratio, standard deviation, maximum drawdown, and other relevant indicators for comprehensive analysis. * **Visualizations and Reports:** * Interactive visualizations and detailed reports present Asset Allocation Backtesting results in a format conducive to decision-making. Visual representations aid in understanding the historical performance dynamics of each strategy. **How It Works:** 1. **Select Asset Allocation Strategies:** * Choose the asset allocation strategies for backtesting. Specify the weights assigned to different asset classes, rebalancing frequencies, and any other relevant parameters. 2. **Define Historical Periods:** * Specify historical periods for backtesting, considering different market conditions and economic cycles. Users have the flexibility to assess the performance of asset allocation strategies over varying time horizons. 3. **Run Asset Allocation Backtesting:** * Initiate the Asset Allocation Backtesting process by clicking on the "Run Backtest" button. The tool leverages historical market data to simulate the performance of selected asset allocation strategies over the specified periods. 4. **Explore Backtesting Results:** * Explore the results of the backtesting process through interactive charts and reports. Gain insights into the historical performance, risk characteristics, and statistical metrics associated with each asset allocation strategy. 5. **Optimize Allocation Strategies:** * Utilize backtesting insights to optimize asset allocation strategies. Identify strategies that have historically performed well and refine allocation parameters for improved risk-adjusted returns. ### General Portfolio Backtesting The General Portfolio Backtesting feature on The Satoshi Terminal is a comprehensive tool designed to assess the historical performance of investment portfolios. This versatile functionality enables users to backtest various portfolio configurations against historical market data, offering insights into risk, return, and overall effectiveness. Below is a comprehensive description of the General Portfolio Backtesting feature: **Description:** General Portfolio Backtesting on The Satoshi Terminal caters to investors and portfolio managers seeking to evaluate the historical performance of investment portfolios. This feature allows users to backtest different portfolio configurations against historical market data, providing valuable insights into how varying strategies would have performed in past market conditions. By leveraging historical data, users can make informed decisions about the effectiveness of their overall portfolio construction. **Key Features:** * **Historical Performance Evaluation:** * The feature enables users to assess the historical performance of different portfolio configurations. This includes evaluating returns, risk metrics, and other key performance indicators over specified historical periods. * **Diversified Portfolio Scenarios:** * Users can test a range of diversified portfolio scenarios by backtesting against historical market data. This facilitates a comparative analysis of how different portfolio constructions would have performed in various market conditions. * **Risk-Return Analysis:** * Conduct a comprehensive risk-return analysis by examining the trade-offs between risk and return associated with different portfolio configurations. Understand the historical performance dynamics of each tested portfolio. * **Dynamic Parameter Adjustment:** * Backtesting allows for the dynamic adjustment of parameters, such as asset weights, allocation strategies, and rebalancing frequencies. Users can explore the impact of different parameter choices on the historical performance of their portfolios. * **Statistical Metrics:** * Access a range of statistical metrics that quantify the performance of the tested portfolios. Metrics may include Sharpe ratio, standard deviation, maximum drawdown, and other relevant indicators for comprehensive analysis. * **Visualizations and Reports:** * Interactive visualizations and detailed reports present General Portfolio Backtesting results in a format conducive to decision-making. Visual representations aid in understanding the historical performance dynamics of each tested portfolio. **How It Works:** 1. **Select Portfolio Configurations:** * Choose the portfolio configurations for backtesting. Specify asset allocations, investment strategies, and any other relevant parameters that define each tested portfolio. 2. **Define Historical Periods:** * Specify historical periods for backtesting, considering different market conditions and economic cycles. Users have the flexibility to assess the performance of tested portfolios over varying time horizons. 3. **Run General Portfolio Backtesting:** * Initiate the General Portfolio Backtesting process by clicking on the "Run Backtest" button. The tool leverages historical market data to simulate the performance of selected portfolio configurations over the specified periods. 4. **Explore Backtesting Results:** * Explore the results of the backtesting process through interactive charts and reports. Gain insights into the historical performance, risk characteristics, and statistical metrics associated with each tested portfolio. 5. **Optimize Portfolio Construction:** * Utilize backtesting insights to optimize portfolio construction. Identify configurations that have historically performed well and refine portfolio parameters for improved risk-adjusted returns. ### Dynamic Allocation Backtesting The Dynamic Allocation Backtesting feature on The Satoshi Terminal is an advanced tool designed to assess the historical performance of portfolios with dynamically adjusted asset allocations. This specialized functionality allows users to backtest investment strategies that adapt and dynamically allocate assets based on changing market conditions. Below is a comprehensive description of the Dynamic Allocation Backtesting feature: **Description:** Dynamic Allocation Backtesting on The Satoshi Terminal caters to investors and portfolio managers seeking to evaluate the historical performance of portfolios with dynamically adjusted asset allocations. This feature enables users to backtest strategies that dynamically respond to changing market conditions, optimizing asset allocations over time. By leveraging historical data, users can assess the effectiveness of dynamic allocation approaches in adapting to different market environments. **Key Features:** * **Adaptive Asset Allocation:** * The feature allows users to backtest portfolios with adaptive and dynamically adjusted asset allocations. Explore strategies that respond to changing market conditions, optimizing allocations based on predefined rules or signals. * **Historical Performance Evaluation:** * Users can evaluate the historical performance of portfolios with dynamic asset allocations. Assess returns, risk metrics, and other key performance indicators over specified historical periods, considering the adaptability of allocation strategies. * **Rule-Based Allocation Strategies:** * Backtest rule-based allocation strategies that automatically adjust asset weights based on market indicators, economic factors, or other predefined criteria. Understand how these strategies would have performed historically. * **Risk-Return Analysis:** * Conduct a comprehensive risk-return analysis by examining the trade-offs between risk and return associated with portfolios utilizing dynamic asset allocations. Understand how adaptability impacts performance. * **Parameterized Allocation Rules:** * Dynamic Allocation Backtesting allows for the parameterization of allocation rules. Users can customize rules for dynamically adjusting asset weights, tailoring the backtesting process to specific investment strategies. * **Visualizations and Reports:** * Interactive visualizations and detailed reports present Dynamic Allocation Backtesting results in a format conducive to decision-making. Visual representations aid in understanding the historical performance dynamics of portfolios with dynamic asset allocations. **How It Works:** 1. **Define Dynamic Allocation Rules:** * Specify dynamic allocation rules based on market indicators, economic signals, or other criteria. Define how asset allocations should adapt to changing conditions over the backtesting period. 2. **Select Historical Periods:** * Specify historical periods for backtesting, considering different market conditions and economic cycles. Users have the flexibility to assess the performance of portfolios with dynamic allocations over varying time horizons. 3. **Run Dynamic Allocation Backtesting:** * Initiate the Dynamic Allocation Backtesting process by clicking on the "Run Backtest" button. The tool leverages historical market data to simulate the performance of portfolios with dynamically adjusted asset allocations. 4. **Explore Backtesting Results:** * Explore the results of the backtesting process through interactive charts and reports. Gain insights into the historical performance, risk characteristics, and adaptability of portfolios with dynamic asset allocations. 5. **Optimize Allocation Strategies:** * Utilize backtesting insights to optimize dynamic allocation strategies. Identify rules that have historically performed well in adapting to market conditions and refine allocation parameters for improved risk-adjusted returns. ## Portfolio Optimization ### Historical Efficient Frontier The Historical Efficient Frontier feature on The Satoshi Terminal is an advanced tool designed to assess the historical performance of portfolios within the context of the efficient frontier. This specialized functionality allows users to backtest investment portfolios and explore their positions relative to the historical efficient frontier, providing insights into risk and return dynamics. Below is a comprehensive description of the Historical Efficient Frontier feature: **Description:** The Historical Efficient Frontier on The Satoshi Terminal caters to investors and portfolio managers seeking to evaluate the historical performance of portfolios in relation to the efficient frontier. This feature empowers users to backtest portfolios and analyze their historical positions within the efficient frontier framework, offering valuable insights into risk and return trade-offs. By leveraging historical data, users can gain a deeper understanding of how their portfolios would have performed in different risk-return scenarios. **Key Features:** * **Efficient Frontier Framework:** * The feature utilizes the efficient frontier framework to analyze historical portfolio performance. Users can explore how their portfolios would have positioned relative to the efficient frontier, considering various risk and return combinations. * **Risk-Return Analysis:** * Conduct a comprehensive risk-return analysis by examining historical portfolio positions on the efficient frontier. Assess the trade-offs between risk and return, gaining insights into the historical risk-adjusted performance of portfolios. * **Customizable Portfolio Components:** * Historical Efficient Frontier Backtesting allows for the customization of portfolio components. Users can tailor asset allocations and weightings within the backtested portfolios to align with their investment preferences and objectives. * **Efficient Frontier Visualization:** * Interactive visualizations depict historical portfolio positions on the efficient frontier, providing a visual representation of risk and return trade-offs. Users can analyze how portfolios have historically navigated the efficient frontier landscape. * **Statistical Metrics:** * Access a range of statistical metrics that quantify the historical risk and return characteristics of portfolios. Metrics may include Sharpe ratio, standard deviation, maximum drawdown, and other relevant indicators for comprehensive analysis. * **Dynamic Asset Allocation:** * Explore dynamic asset allocation strategies within the efficient frontier context. Backtest different weightings and rebalancing frequencies to understand how portfolios would have historically adapted to changing market conditions. **How It Works:** 1. **Define Portfolio Components:** * Specify the assets and weightings that form the backtested portfolio. Design the portfolio to represent the investment strategy under consideration. 2. **Select Historical Periods:** * Specify historical periods for backtesting, considering different market conditions and economic cycles. Users have the flexibility to assess how the portfolio would have historically performed across varying time horizons. 3. **Run Historical Efficient Frontier Backtesting:** * Initiate the Historical Efficient Frontier Backtesting process by clicking on the "Run Backtest" button. The tool leverages historical market data to simulate the performance of the portfolio within the efficient frontier framework. 4. **Efficient Frontier Analysis:** * Explore the results of the backtesting process through interactive charts and reports. Analyze how the portfolio positions itself relative to the efficient frontier, gaining insights into risk and return dynamics. 5. **Optimize Asset Allocations:** * Utilize backtesting insights to optimize asset allocations within the efficient frontier context. Identify weightings and rebalancing strategies that have historically achieved desired risk-adjusted returns. ### Forecasted Efficient Frontier The Forecasted Efficient Frontier feature on The Satoshi Terminal is an advanced tool designed to project and analyze the expected risk-return trade-offs for portfolios in future scenarios. This specialized functionality allows users to forecast the efficient frontier based on expected returns and volatilities, providing insights into potential portfolio positions. Below is a comprehensive description of the Forecasted Efficient Frontier feature: **Description:** The Forecasted Efficient Frontier on The Satoshi Terminal caters to investors and portfolio managers seeking to project and analyze the expected risk-return trade-offs for portfolios in future scenarios. This feature empowers users to forecast the efficient frontier based on anticipated returns and volatilities, offering valuable insights into potential portfolio positions and optimal risk-adjusted returns. By leveraging forecasted data, users can make informed decisions about their investment strategies. **Key Features:** * **Expected Returns and Volatilities:** * The feature allows users to input their expected returns and volatilities for various assets within the portfolio. This information is used to project the forecasted efficient frontier. * **Forecasted Efficient Frontier Projection:** * Utilizing the expected returns and volatilities, the tool projects the efficient frontier for the forecasted period. Users can visualize how portfolios are expected to position themselves in terms of risk and return. * **Risk-Return Analysis:** * Conduct a comprehensive risk-return analysis by examining forecasted portfolio positions on the efficient frontier. Evaluate potential trade-offs between risk and return based on expected future market conditions. * **Customizable Portfolio Components:** * Forecasted Efficient Frontier allows for the customization of portfolio components based on expected returns and volatilities. Users can tailor asset allocations within the forecasted portfolios to align with their investment expectations. * **Efficient Frontier Visualization:** * Interactive visualizations depict forecasted portfolio positions on the efficient frontier, providing a visual representation of expected risk and return trade-offs. Users can analyze how portfolios are projected to navigate the efficient frontier landscape. * **Dynamic Asset Allocation:** * Explore dynamic asset allocation strategies within the forecasted efficient frontier context. Analyze different weightings and rebalancing frequencies to understand potential adjustments in response to changing market conditions. **How It Works:** 1. **Input Expected Returns and Volatilities:** * Users input their anticipated returns and volatilities for various assets within the portfolio. This information serves as the basis for projecting the forecasted efficient frontier. 2. **Run Forecasted Efficient Frontier Projection:** * Initiate the Forecasted Efficient Frontier Projection process by clicking on the "Run Projection" button. The tool utilizes the expected data to project the efficient frontier for the specified forecasted period. 3. **Efficient Frontier Analysis:** * Explore the results of the projection through interactive charts and reports. Analyze how the portfolio is expected to position itself relative to the efficient frontier, gaining insights into anticipated risk and return dynamics. 4. **Optimize Asset Allocations:** * Utilize forecasted insights to optimize asset allocations within the forecasted efficient frontier context. Identify potential weightings and rebalancing strategies that align with expected market conditions. ### Black-Litterman Model The Black-Litterman Model feature on The Satoshi Terminal is a sophisticated tool designed to implement the Black-Litterman asset allocation model. This advanced functionality allows users to calculate optimal portfolio weights based on a combination of market equilibrium returns and investor views. Below is a comprehensive description of the Black-Litterman Model feature: **Description:** The Black-Litterman Model on The Satoshi Terminal caters to investors and portfolio managers seeking to optimize asset allocation based on a combination of market expectations and investor views. This feature empowers users to implement the Black-Litterman model, which integrates investor views with market equilibrium returns to calculate optimal portfolio weights. By leveraging this model, users can make informed decisions about their asset allocations. **Key Features:** * **Market Equilibrium Returns:** * The feature incorporates market equilibrium returns, reflecting the consensus expectations of the market regarding the future returns of different assets. * **Investor Views Integration:** * Users can input their own views on expected returns for specific assets, adjusting the market equilibrium returns. The model then combines market views with investor views to generate adjusted expected returns. * **Optimal Portfolio Weights Calculation:** * Utilizing the adjusted expected returns, the Black-Litterman Model calculates optimal portfolio weights that maximize expected returns while considering the user's views on the market. * **Customizable Views and Priors:** * The tool allows for the customization of investor views and prior information. Users can adjust views based on their convictions and input priors to further fine-tune the model. * **Risk-Return Analysis:** * Conduct a comprehensive risk-return analysis by examining the trade-offs between risk and return associated with portfolios generated using the Black-Litterman Model. Gain insights into the impact of investor views on the optimal asset allocation. * **Visualizations and Reports:** * Interactive visualizations and detailed reports present the results of the Black-Litterman Model in a format conducive to decision-making. Visual representations aid in understanding how the model generates optimal portfolio weights. **How It Works:** 1. **Input Market Equilibrium Returns:** * Users input market equilibrium returns, reflecting the consensus expectations of the market regarding the future returns of different assets. 2. **Input Investor Views:** * Users provide their own views on expected returns for specific assets. These views serve as an adjustment to the market equilibrium returns. 3. **Adjust Priors and Run Model:** * Users can adjust priors and customize their input parameters. After setting up the model, clicking on the "Run Model" button initiates the calculation of optimal portfolio weights. 4. **Explore Optimal Portfolio Weights:** * Explore the results through interactive charts and reports. Analyze how the Black-Litterman Model generates optimal portfolio weights based on the integration of market equilibrium returns and investor views. 5. **Optimize Asset Allocations:** * Utilize insights from the Black-Litterman Model to optimize asset allocations. Identify portfolio weights that align with user views while maximizing expected returns within the risk parameters. ### Rolling Optimization The Rolling Optimization feature on The Satoshi Terminal is a dynamic and advanced tool designed to enhance portfolio management strategies through continuous optimization. This feature integrates cutting-edge financial methodologies to provide users with a seamless and powerful tool for navigating evolving market conditions. Below is a comprehensive description of the Rolling Optimization feature: **Description:** The Rolling Optimization feature on The Satoshi Terminal introduces a dynamic approach to portfolio management by implementing continuous optimization strategies. This tool harnesses the power of rolling optimization techniques, enabling investors to adapt their portfolios in real-time to changing market dynamics. By employing this feature, users can maintain an agile and responsive investment strategy, optimizing their portfolios for prevailing market conditions. **Key Features:** * **Continuous Portfolio Adaptation:** * The Rolling Optimization feature continuously adapts portfolio weights by optimizing them over rolling time windows. This ensures that the portfolio remains aligned with prevailing market trends and conditions. * **Risk Mitigation:** * The tool incorporates risk mitigation strategies by dynamically adjusting portfolio weights based on evolving market risks. This proactive approach helps users navigate uncertain market environments. * **Customizable Parameters:** * Users have the flexibility to customize optimization parameters, including the length of rolling time windows and specific risk metrics. This customization empowers investors to tailor the optimization process to their unique preferences. * **Real-Time Analysis:** * Rolling Optimization provides real-time analysis, allowing users to monitor portfolio adjustments as they occur. This feature ensures that investors stay informed and can make timely decisions based on the latest market data. * **Performance Tracking:** * Track the performance of the rolling optimization strategy over time. Comprehensive performance metrics and reports enable users to assess the effectiveness of the continuous optimization approach. **How It Works:** 1. **Setting Optimization Parameters:** * Customize rolling optimization parameters, including the length of rolling time windows and specific risk metrics. Tailor the optimization process to align with your risk tolerance and investment goals. 2. **Initiate Rolling Optimization:** * Launch the Rolling Optimization feature to begin the continuous optimization process. The tool dynamically adjusts portfolio weights over rolling time windows based on specified parameters. 3. **Real-Time Monitoring:** * Monitor portfolio adjustments in real-time. The tool provides a live feed of optimization results, allowing users to stay informed about changes occurring within their portfolios. 4. **Performance Evaluation:** * Assess the performance of the rolling optimization strategy over time. Detailed reports and metrics enable users to gauge the effectiveness of the continuous optimization approach in different market conditions. 5. **Adaptive Decision-Making:** * Utilize the insights gained from rolling optimization to make adaptive and informed investment decisions. This feature equips users with the tools to respond proactively to market shifts and capitalize on emerging opportunities. # Analytical Tools # News & Research
**How to open** Select Tools, Advanced Settings from the main menu. **News Defaults** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/ff0816bd-82ea-4787-9c2f-73ffa99b4e72](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/ff0816bd-82ea-4787-9c2f-73ffa99b4e72) Symbol News Period - Set the desired period for symbol news in the symbol window. **RSS News Feeds** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/1ff16eb0-75e9-427a-b69d-c4a3baa4d9e0](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/1ff16eb0-75e9-427a-b69d-c4a3baa4d9e0) Add RSS news feeds to the terminal and see them in a news window. Right-click in the news window, and choose "Sources". Then find the "RSS News Feeds" category and select your news feeds. ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/4c00d80c-dd93-4119-a7e9-eb0c2cf9d22b](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/4c00d80c-dd93-4119-a7e9-eb0c2cf9d22b) ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/0a3c9f25-97d9-4e48-a8c9-075615b9b933](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/0a3c9f25-97d9-4e48-a8c9-075615b9b933) # Advanced Charting ## Intraday & Historical Charts **How to Access** Right-click on a symbol in a Market Window, Custom list, chain or a Market Page and select Chart > Historical Chart or Chart > Intraday Chart. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/charts3.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/charts3.png) **Description** The terminal's charts are very comprehensive and includes the following features: * Intraday charts with up to 90 days of data * Historical charts with end-of-day data * More than 35 Technical analysis studies * Compare Studies * Currency conversion of charts * Customized time periods, layout, default settings and more * Linking of charts **Chart tool bar** At the top of the chart window there is a tool bar you can use to modify the chart layout. This menu is also available by right clicking in the chart. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/charts1.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/charts1.png) **Time period and Resolution** Time Period can be selected from either the "Period" dropdown in the toolbar or below the chart as a separate toolbar. To add or remove the toolbar below the chart, click the wrench icon followed by "Show period toolbar". A custom dialog is available for selecting custom timer periods and resolution. The resolution can vary from 1 day to All available for intraday charts and from 1 month to All available for historical charts.
**Technicals** The most used technical analysis indicators is available from the drop-down. By clicking the "More" button the available Technical Analysis studies will be listed. **Change chart type** Click on the symbol in the chart and choose from the menus if you would like candlesticks, line, area or bar chart. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/charts4.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/charts4.png) **Compare** Compare symbols in the same chart by using the compare menu. You can add as many symbols are you want. The most commonly used is percentage change. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/chart\_compare.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/chart_compare.png) **Events** Events including news, auctions, splits and dividends can be shown in a chart. Use the events menu to add and remove them. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/charts5.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/charts5.png) **Annotations** Annotations enables the use of trendlines, arrows, Fibonacci etc. Trendlines support start and end time by right clicking and selecting properties. There are two modes of drawing trendlines available in the application. Either by holding down ctrl or simply by drawing freely, to switch between the two modes go to Tools | Preferences |Charts, then check the box for "Use annotation zoom mode". **Template support** It is now possible to create own chart templates for different purposes in addition to templates provided from the terminal. This feature also allows the end user to easily create a default template for each chart. There is a selection of templates added to show the new possibilities in the chart interface. **Settings** Percent study can now quickly be added to the left axis and better support for gridlines. The symbol parameters command shows a dialogue with parameters specific for the selected symbol. You can choose a chronological axis for historical charts and configure an Update filter to remove extreme values. **Scroll bar** The scroll bar changes the time period (start- and end date displayed) and it is possible to move the selected time period to the desired position. **Chart cursor** Click the chart cursor button to enable a cursor that will show the current values of any point in the chart. A large cross will follow the mouse cursor and show the following information with the cross: Date, Time, Open, High, Low, Close, Volume. **Zoom in and out** You can zoom by clicking the chart by clicking in the chart, holding down the mouse, and dragging the mouse to the the right. When the desired area is highlighted, release the button. To zoom out, drag the mouse to the left. **Drag and drop** Click on a symbol from a custom list, market window or chain and drag the symbol to a chart window and release the mouse button. This will change the symbol in the chart. **Target currency** Target currency can be changed in order to quickly see the graphs in another currency than the symbol's own trading currency. Click "Settings" in the to toolbar menu and click on the "Currency" sub menu. Select the desired currency from the list of available currencies. **Chart Type** By clicking the legend it is possible to change the chart to : * Line Chart * Bar Chart * Candle Stick **Horizontal Axis** By right-clicking directly on the horizontal axis in the chart window, you can toggle the settings for the grid lines and show first date/last time. **Vertical Axis** By right-clicking directly on the vertical axis in the chart window, you can toggle the settings for a logarithmic scale, show last marker, show grid lines and show legend. **Ranged values** New values are added to the top of the chart menu, these values reflect the time period selected in the chart. * Accumulated Volume for intraday charts and Average Volume for historical charts * Estimated VWAP * Ranged +/- (%) **Watermark** Watermarks show up in the background of the chart, and can be configured to show symbol code or description. **Other chart features:** * Unique colors of the lines in charts when adding a study * Add percent to left axis by right clicking on the price axis. ## Chart Grid **Description** In the chart window, a grid containing data series and statistics for all graphs can be expanded into view. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/chart\_data.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/chart_data.png) In some cases the grid will be hidden by default. It can be viewed by selecting chart-menu -> select Show Chart Grid. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/chart\_data\_setting.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/chart_data_setting.png) When displayed, you can change the width of the grid by click and drag the vertical splitter line between the grid and the chart itself. From the right-click menu in the grid, it is possible to hide the date and or the time column. The width of each column will be saved as a part of the workspace. It is possible to copy all the data from the columns into the clipboard. Use the Ctrl+V short cut to select all (or use the menu Select All in the right click menu) and then Ctrl+C to copy. The selected row in the grid works along with the chart cursor. When the cursor is active, the selected row will follow any movement to the cursor. ## Return Histogram
This window displays the empirical distribution of the daily returns for a particular instrument or portfolio. **Period** Time series length. Options: All, last year to date (LYTD), year to date (YTD), and 1 to 5 years. The user can also customize the length of the series selection ‘Custom’. **Timeline** Allows the user to select the overview of the series in the lower panel. ‘Daily returns’ displays the log returns in a bar chart, and ‘History’ the actual values of the series. **Statistics bar** On the top of the histogram it is displayed the moments of the empirical distribution. *Mean*: Log daily returns *Sigma*: Standard deviation from the log return series *Skewness*: Standardized skewness of the empirical distribution as in Pearson’s moment coefficient of skewness. *Kurtosis*: Excess kurtosis of the empirical distribution ## Chart Annotation Annotations can be added on top of any line, bar or candlestick chart. There is no limit to the number of annotations that can be added to a chart. All annotations can be saved from the Annotations drop down menu to the main symbol. The annotation tools are found in the annotation drop down at the top of the chart. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/chart\_annotations.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/chart_annotations.png) In addition to the annotation tools there is a select tool which will either select a graph (click), edit a graph (double click) or zoom (click and drag on the chart) when used. When an annotation tool is selected, hold down the control key in order to draw. Then click on the starting point for the annotation in the chart. Still holding both the control key and left mouse button down, drag the mouse to the end point for the annotation and release the left mouse button (and the control key). The annotation will now draw itself in the selected coordinates in the chart. For all annotation tools it is also possible to move it to another position or to change the start or end position. This is done by click and hold the left mouse button on the annotation tools grip handle, a black box. There are two modes of drawing trendlines available in the application. Either by holding down ctrl or simply by drawing freely, to switch between the two modes go to Tools | Preferences |Charts, then check the box for "Use annotation zoom mode" **Shortcuts** Zoom: Ctrl+Home Select: Ctrl+End **Line** To draw a line (trend line), select it from the annotation tool bar, click and hold the left mouse button in the chart and drag to draw the new line. The selected trend line will be indicated with a selection handle at each end. Click and drag a selection handle to change the angle or the length of the line. A trend line cannot be manually drawn past the last time point in the chart, but it is possible to right click and select Extend Future. There is also a separate option called Extend Past that extends the line backwards in time. The short cut menu (also available from the toolbar) contains commands to duplicate, delete and change the color and widths of the selected (or all) lines. This behaviour is also applies to horizontal parallel lines, vertical parallel lines, rectangle, circle and arrow. **Text** A text box can be added anywhere in the chart. It is possible to change the properties of the font and the box from the text property dialog. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/chart\_text.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/chart_text.png) This dialog is displayed when adding a new text annotation to the chart, or by right click on an existing one. All annotation tools has a start and an end point except for text. To add a text box just single click on the chart, which will be the top left corner of the box. The background color can be set to a % transparency blending with the chart itself. **Fibonacci arc** A charting technique consisting of three curved lines that are drawn for the purpose of anticipating key support and resistance levels, and areas of ranging. Fibonacci arcs are created by first drawing a trend line between two points (usually the high and low in a given period), and then by drawing three curves that intersect this trend line at the key Fibonacci levels of 38.2%, 50% and 61.8%. Transaction decisions are made when the price of the asset crosses through these key levels. When the chart overlay mode is in “zoom” or another drawing mode, the Fibonacci controlling trend line is not visible. If the chart overlay mode is “select”, the controlling trend line is visible and it is possible to change the position of the arc. **Fibonacci fan** Fibonacci fan is a charting technique consisting of three diagonal lines that use Fibonacci ratios to help identify key levels of support and resistance. Fibonacci fans are created by first drawing a trend line through two points (usually the high and low in a given period), and then by dividing the vertical distance between the two points by the key Fibonacci ratios of 38.2%, 50% and 61.8%. The result of these divisions each represents a point within the vertical distance. The three 'fan' lines are then created by drawing a line from the leftmost point to each of the three representing a Fibonacci ratio. As for the arc, the trend line is not visible when the chart mode is in zoom mode or another draw mode. **Fibonacci retracement** A term used in technical analysis that refers to the likelihood that a financial asset's price will retrace a large portion of an original move and find support or resistance at the key Fibonacci levels before it continues in the original direction. These levels are created by drawing a trend line between two extreme points and then dividing the vertical distance by the key Fibonacci ratios of 23.6%, 38.2%, 50%, 61.8% and 100%. **Fibonacci properties** All the three Fibonacci lines have a property dialog where it is possible to alter the default settings. The property dialog is opened by selecting the Fibonacci object, right click and then select “Properties…” from the popup dialog. The most important thing to notice is the possibility to change the color and width for the levels. ## Chart Customization Chart Templates can be used for several purposes such as: * Create a default charting layout * Create different technical analysis templates * Quickly change charting layout without manually adding removing or adding elements to the chart * Create several color themes for different chart types. **How to access** Access the Templates menu by selecting the "Template" dropdown in the chart: ![https://software.infrontservices.com/helpfiles/infront/ver85/en/chart\_template.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/chart_template.png) **Creating template** When you are content with a chart and want to use it as a template, save the chart from the Template drop down and it will be available from any chart window. 1. **Timeframe Selection** * Options: 1 tick, 1 second, 1 minute, 5 minutes, 15 minutes, 30 minutes, 1 hour, 4 hours, Daily, Weekly, Monthly * Custom Timeframe: Define a custom timeframe (e.g., 3.5 hours) 2. **Chart Type Selection** * Options: Line Chart, Bar Chart, Candlestick Chart, Heikin-Ashi * Advanced Candlestick Styles: Customize candlestick styles (e.g., Marubozu, Gravestone Doji) 3. **Technical Indicators** * Options: Moving Averages (SMA, EMA, WMA), RSI (14, 21, Custom Periods), MACD (12, 26, 9), Bollinger Bands (20, 2, Custom Parameters), Stochastic Oscillator (14, 3, 3) * Advanced Indicator Settings: Adjust indicator smoothing, color, and plot styles 4. **Drawing Tools** * Options: Trendlines, Fibonacci Retracements, Channels, Support/Resistance Lines, Pitchfork * Advanced Fibonnaci Levels: Customize Fibonacci levels (e.g., 0.382, 0.618, 1.618) 5. **Color Themes** * Options: Light Theme, Dark Theme, Custom Color Palette * Advanced Color Customization: Modify color intensity, opacity, and hue 6. **Background Color** * Options: White, Black, Custom Color, Gradient Background * Advanced Background Settings: Apply texture or image backgrounds 7. **Grid Lines** * Toggle: Show/Hide * Advanced Grid Options: Customize grid style, thickness, and color 8. **Axis Scale Adjustment** * Options: Linear, Logarithmic, Auto-Scale * Advanced Scaling: Adjust scaling parameters for more precise analysis 9. **Chart Size Adjustment** * Options: Small, Medium, Large, Custom Size * Advanced Sizing: Specify exact pixel dimensions for custom size 10. **Zoom In/Out** ``` - Options: Zoom In, Zoom Out, Fit to Screen, Custom Zoom Levels - Advanced Zoom: Zoom to specific price range or time period ``` 1. **Multiple Chart Windows** ``` - Toggle: Enable/Disable, Tile Windows, Arrange Horizontally/Vertically - Advanced Window Layout: Configure multiple monitors, save and load layouts ``` 1. **Overlay Comparison** ``` - Options: None, Compare with Index, Compare with Another Symbol, Custom Comparison Symbol - Advanced Comparison Metrics: Choose from various benchmark indices or custom symbols ``` 1. **Chart Templates** ``` - Options: Save Template, Load Template, Share Template - Advanced Template Management: Organize templates into categories, set default templates ``` 1. **Data Point Markers** ``` - Toggle: Show/Hide - Advanced Marker Styles: Choose from various shapes, customize size and color ``` 1. **Price Alert Lines** ``` - Toggle: Enable/Disable, Set Custom Alerts - Advanced Alerts: Set conditional alerts based on technical conditions or custom criteria ``` 1. **Event Markers** ``` - Toggle: Show/Hide, Customize Marker Icons - Advanced Event Annotation: Add custom notes, attach external links to events ``` 1. **Fibonacci Tools** ``` - Toggle: Show/Hide - Advanced Fibonnaci Customization: Choose alternative methods (e.g., Arcs, Fans) ``` 1. **Chart Aggregation** ``` - Options: Daily, Weekly, Monthly, Intraday Aggregation - Advanced Aggregation: Adjust session start/end times, apply custom roll-up rules ``` 1. **Session Breaks** ``` - Toggle: Show/Hide, Customize Break Intervals - Advanced Session Options: Highlight specific trading sessions, customize session colors ``` 1. **Price Line Styles** ``` - Options: Solid, Dashed, Dotted, Custom Line Styles - Advanced Line Customization: Choose from various line styles, customize thickness ``` 1. **Volume Overlay** ``` - Toggle: Show/Hide, Overlay on Price Chart or Separate Panel - Advanced Volume Display: Choose between standard and volume-weighted price display ``` 1. **News Feeds Integration** ``` - Toggle: Enable/Disable, Customize News Source - Advanced News Filtering: Filter news by keywords, sources, or categories ``` 1. **Crosshair Tool** ``` - Toggle: Show/Hide - Advanced Crosshair Features: Display additional information (e.g., coordinates, values) ``` 1. **Heatmaps** ``` - Toggle: Enable/Disable, Customize Heatmap Intensity - Advanced Heatmap Settings: Adjust color gradients, apply custom data scaling ``` 1. **Trading Sessions Overlay** ``` - Toggle: Show/Hide - Advanced Trading Session Configuration: Highlight specific session ranges, customize session colors, display extended trading hours ``` 1. **Customizable Time Zones** ``` - Options: UTC, Local Time, Custom Time Zone - Advanced Time Zone Configuration: Specify daylight saving time rules, set location-based time zones ``` 1. **Period Separator Lines** ``` - Toggle: Show/Hide - Advanced Separator Options: Customize line style, thickness, and color ``` 1. **Historical Price Data Adjustments** ``` - Toggle: Enable/Disable - Advanced Adjustments: Apply inflation-adjusted or dividend-adjusted historical data ``` 1. **Extended Trading Hours Display** ``` - Toggle: Show/Hide - Advanced Extended Hours Settings: Customize session color, display pre-market and after-hours separately ``` 1. **Price Line Styles** ``` - Options: Solid, Dashed, Dotted, Custom Line Styles - Advanced Line Customization: Customize dash patterns, spacing, and endpoint styles ``` 1. **Volume Overlay** ``` - Toggle: Show/Hide, Overlay on Price Chart or Separate Panel - Advanced Volume Display: Choose from various volume visualization methods (e.g., candles, histograms) ``` 1. **News Feeds Integration** ``` - Toggle: Enable/Disable, Customize News Source - Advanced News Filtering: Prioritize news based on sentiment analysis, customize notification preferences ``` 1. **Crosshair Tool** ``` - Toggle: Show/Hide - Advanced Crosshair Features: Display additional market depth information, show synchronized crosshairs on multiple charts ``` 1. **Heatmaps** ``` - Toggle: Enable/Disable, Customize Heatmap Intensity - Advanced Heatmap Settings: Apply advanced statistical models for heatmap coloring, integrate with custom indicators ``` 1. **Trading Sessions Overlay** ``` - Toggle: Show/Hide - Advanced Trading Session Configuration: Highlight specific session ranges, customize session colors, display extended trading hours ``` 1. **Customizable Indicator Parameters** ``` - Options: Adjust parameters for each indicator (e.g., period, smoothing, source) - Advanced Parameter Tuning: Fine-tune parameters based on market conditions, apply machine learning optimization ``` 1. **Pattern Recognition** ``` - Toggle: Enable/Disable - Advanced Pattern Settings: Customize pattern detection sensitivity, enable specific pattern types ``` 1. **Custom Price Scales** ``` - Toggle: Enable/Disable - Advanced Scaling Options: Use custom scaling factors for price axes, apply logarithmic scaling ``` 1. **Price Histogram** ``` - Toggle: Enable/Disable - Advanced Histogram Options: Customize histogram appearance, apply statistical distributions ``` 1. **Chart Background Image** ``` - Toggle: Enable/Disable - Advanced Image Settings: Upload custom background images, set transparency levels ``` 1. **Customizable Trendline Styles** ``` - Options: Solid, Dashed, Dotted, Custom Styles - Advanced Trendline Customization: Customize trendline thickness, color, and anchor points ``` 1. **Session Highlighting** ``` - Toggle: Enable/Disable - Advanced Session Highlighting: Highlight specific sessions based on custom criteria, adjust transparency ``` 1. **Percentage Scale** ``` - Toggle: Enable/Disable - Advanced Percentage Scaling: Choose reference points for percentage calculation, customize labeling ``` 1. **Market Profile** ``` - Toggle: Enable/Disable - Advanced Profile Settings: Customize profile appearance, apply different calculation methods ``` 1. **Custom Symbol Overlays** ``` - Toggle: Enable/Disable - Advanced Overlay Options: Overlay multiple symbols with custom weightings, apply correlation analysis ``` 1. **Custom Date Range Selection** ``` - Toggle: Enable/Disable - Advanced Date Range Options: Select specific historical date ranges for analysis ``` 1. **Floating Data Boxes** ``` - Toggle: Enable/Disable - Advanced Data Box Options: Customize content, position, and appearance of floating data boxes ``` 1. **Customizable Candlestick Colors** ``` - Toggle: Enable/Disable - Advanced Color Customization: Customize bullish and bearish candlestick colors separately ``` 1. **Customizable Bar Colors** ``` - Toggle: Enable/Disable - Advanced Color Customization: Customize up and down bar colors separately ``` ## Compare Studies ![https://software.infrontservices.com/helpfiles/infront/ver85/en/compare\_studies.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/compare_studies.png) A compare study adds a second price line for another symbol to the chart. In the Compare drop down in the chart, select the type of compare study you want, then select what symbol you want to compare it to. Given two symbols A and B, the available options are: A indexed to B A rebased to B A relative to B B / A (B divided by A) A / B (A divided by B) B - A (the difference between B and A) A - B (the difference between A and B) A \* B (A multiplied by B) A+/-% compared to B+/-% A+/-% - B+/-% (A and B indexed to 0 in percent) The default compare field will be set to the same as the main line, normally the last price. It can be changed in the line properties dialog in the parameters section. **Spread & Ratio Analysis** By right clicking on a instrument and then select Charts & Visualization -> Spread or Ratio a new prompt will appear allowing for second instrument to be entered. Once entered either a spread or a ratio study will be created on the two selected instruments. The spread/ratio is also presented with additional chart data. The chart data is based on the selected time period of the chart. ## Default Chart ![https://software.infrontservices.com/helpfiles/infront/ver85/en/chart\_bar\_chart.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/chart_bar_chart.png) **Description** The bar chart displays one or more instruments side-by-side in a bar chart. As a default it will display the selected instruments net change in percent. It can be configured to chart a number of historic values in order to quickly compare the instruments performance against each other. **How to access** Select a range of symbols in a Market Window, Composite Window or a Market Page and select Chart > Bar Chart ## Orderbook **How to open** Orderbooks can be opened by: * Right-clicking on a symbol from any list of symbols and selecting "Orderbook". * Type orderbook in search and press enter, then type the symbol you want to see an orderbook for. **General** Orderbooks displays public buy and sell orders and are available as MBO (Market by order) and MBL (Market by level). The terminal offers access to both Level 1 data and Level 2 data as well as consolidated orderbooks (combines orderbooks from the main listing exchange with multilateral trading facilities). The order book window can be linked with order windows, see Linking windows for more information. For selected markets the Orderbook can be displayed differently, e.g FX or Fixed Income data. **Example** ![https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook\_both.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook_both.png) The example shows a MBO orderbook (left) and a MBL orderbook (right) **Market by Level (MBL) Orderbook** - In this kind of orderbook all the public orders on a symbol from a specific exchange are accumulated into unique price levels. So if there are 35 orders at 52,30 SEK, there will be only one level in the orderbook with an accumulated volume of 55,748. **Market by Order (MBO) Orderbook** - The Market by Order orderbook contains all details o single orders in the public orderbook. An MBO orderbook may contain a large number of orders with exactly the same price. So you get much more detailed information about each order in the market. **Trading** - If you place an order through a trading service using the Terminal, the orderbook will highlight the price level that matches the price of your active order (green below). The feature is on by default, but can be turned off in Settings. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook\_trading.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook_trading.png) An active buy order placed at price 52.20 and active sell order placed at price 52.65 **Market By Level from MBO Orderbooks** - Sometimes the MBO orderbooks may contains just too much information to be useful or digestible. Accumulated MBL orderbooks aggregate all the orders that have the same price into one level. The advantage is that the detailed MBO information available. Each order will get a separate line in the orderbook viewable by clicking the + next to bid/ask. To switch this on use the Window tool menu and select the "Visual preferences" tab. Select "Expand MBO levels" and then OK. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook\_open.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook_open.png)![https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook\_setup.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/orderbook_setup.png) **Summary lines** The Orderbook contains two summary lines. These can be turn on/off by right-clicking in the Orderbook: * Summery line 1: Symbol ticker / Symbol description / VWAP / Volume / Last / Net change / Net Change % * Summery line 2: ISIN / Feed code / Feed name / Symbol code / Symbol Status / High / Low **Suspensions** If an instrument (normally a stock) is suspended, the Orderbook will automatically be displayed with a X mark. It is also possible to define a color for a suspended quote under Edit colors ”Background if Status Set". **Display of Auction Surplus volumes** Display imbalance volume in an opening or closing auction on the following exchanges; Xetra Frankfurt, Euronext Paris, Copenhagen, Helsinki, Stockholm, Oslo. **Quote Driven Markets (LSE)** ![https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/20920540-75b5-4527-b86d-1f80b4b9d718](https://res.craft.do/user/full/ff469d6f-2b02-e96b-7f08-36ec5497afa2/doc/9d973237-9866-afd7-88f4-cbe016575663/20920540-75b5-4527-b86d-1f80b4b9d718) ## Orderbook Visualizer
The OB Visualizer proposes a graphic display of the current state of the order book. This allows the user to have a visual interpretation of the order book. **Interpretation** The OB Visualizer has a X-axis representing the aggregate volume (sum of volumes at each price level), and a Y-Axis representing the price. The chart displays what is the available liquidity at each price level of the order book. One can think about it as “who is willing to buy at $10, would also like to buy at $9; Who is willing to sell at $10, would also like to sell at $11”. Because of this logic, we can see it as an aggregation of the volume in a stepped fashion, where each step represents the next price level (that since they are more favorable to the trader sitting on the best bid and offer, we can aggregate them. The graphic display of the Order Book has two main objectives. One is to deliver an easy-to-learn chart that enables the user, in a matter of seconds, understand the market sentiment for the security under analysis for a given day; the other, to infer changes on the expectations about its fundamental value and perceived risk, as well as capture intraday market microstructure imperfections that create price distortions. For the identification of the market sentiment for the instrument, the scope of interest is high since the order book is more informative about the aggregate supply and trading interests than quoted volumes and prices. With the possibility to compare today’s liquidity dynamics with respect to averages, the analysis will be enhanced allowing the user to spot changes on the instrument’s liquidity supply. Moreover, the range of prices at which the chart analysis is performed has also different usages. Let us consider the analysis of the time series. The timeframe selection is obvious and it depends on the user’s interest, and this will also define the price range under analysis. Working with a live feed of the Order Book, the range selection is less obvious and we then provide the user with Range Filters that will facilitate the reading of the chart and the inference of information. If the user analyses the order book with the full range, i.e. from the minimum value of Bid and the maximum of Ask, then the use of the OB Visualizer is to read changes on the expectations regarding the fundamental price of the instrument. For example, one might notice that closer to earnings release dates the shape will tend to widen, i.e. the bid and ask legs will spread out. On the other hand, and shorter price rage is best for analyzing intraday market microstructure imperfections and profit from its mean reverting dynamics. In addition, the shape of the order book reveals a lot of information regarding the fundamental characteristics of the firm: solid, larger, and liquid companies tend to have a distribution of order prices that converge in the current best bid and offer; on the other hand, small, less stablished companies, tend to have limited volumes and a high price dispersion. ## Consolidated Orderbook **Description** The Consolidated Orderbook window displays the depth of orders consolidated across multiple markets (feeds) in a single view. With the fragmentation of the equity markets (due to Mifid), it has become harder than ever to get the full market view. With the Consolidated Orderbook you will have one window instead of looking at different orderbooks individually for the same security. By right-clicking on any symbol you will have instant access (by searching on ISIN codes), where each order is displayed with the feed code, price, volume etc. The information displayed can easily be tailored according to your requirements. *Requirements:* * Access to Realtime Level 1, Level 2 or full order depth from any exchange * Access to ISIN codes * Access to Cross Market Indicators from the terminal *How to access:* * The Consolidated Orderbook can be opened by right-clicking on a symbol in the Market Window or Composite Window and selecting Consolidated Orderbook. * Or by clicking on the Sum symbol in the bottom right corner of a regular orderbook. **Example** ![https://software.infrontservices.com/helpfiles/infront/ver85/en/consolidated\_new\_orderbook.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/consolidated_new_orderbook.png) The consolidated orderbook also gives the user the ability to quickly get a break down overview of where the liquidity is at any given moment by hitting the plus sign on the left side of the instrument name in the top summary bar **Main features** * A search for symbols with the same ISIN & currency as the main symbol is automatically initiated when the window opens * All prices are converted to the same currency easily selectable by the user * Calculated prices are displayed in italic font * Trading can be initiated by double clicking in the grid * Quick access to Compare study * Manually symbol search available * The displayed columns and the symbol list can be edited * Symbol list can be manually edited by right-clicking * Symbol lists can be saved and shared with Composite Windows **Consolidated Trade Info bar** The Consolidated Trade Info bar displays the volume weighted average price (VWAP), Volume and Turnover across all selected symbols converted to the same currency. The bar can be turned on/off under Setup Info Bars. **Volume Distribution bar** The Volume Distribution bar displays the volume in percent for each exchange. The bar can be turned on/off under Setup|Info Bars. **Trade Volume Distribution Info bar** The Trade Info bar displays each symbol ranked by trade volume. By double-clicking on an instrument the Symbol Window will be displayed. The bar can be turned on/off under Setup|Info Bars. **Best Bid and Offer % Info bar** The Best Bid and Offer % Info bar displays each symbol ranked by the percentage of time it has held the top position of the bid and ask sections. Note that the ranking is calculated from the time the consolidated orderbook window is opened. A value of 100% means that the symbol has been in the top level of both the bid and ask section the whole period. By double-clicking on an instrument the Symbol Window will be displayed. The bar can be turned on/off under Setup|Info Bars. **Changing to another symbol** To change to another symbol just type in the symbol code on your keyboard and press enter. Based on the selected symbol, a search based on the same ISIN code as the selected symbol will be started. The symbols will automatically be displayed in the window. To edit the symbols displayed click on the wrench icon and select Setup|Symbols. **Trading from Consolidated Orderbook** In order to place an order double-click on the Price or Volume in the grid or right-click and select Buy or Sell on the symbol menu. **Hide non-tradeable symbols** Symbols that is not tradeable can easily be removed by right-clicking and selecting "Hide non-tradeable symbols" **Settings and customization** The Consolidated Orderbook setup enables you to customize and filter the information displayed. **Setup** The setup menu can be found by clicking on the wrench icon in the window. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/consolidated\_setup.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/consolidated_setup.png) The Symbol menu enables you to delete existing symbols and hide non-tradeable symbols. The Display tab enables you to customize Grid Columns displayed and the Visual preferences. The Info Bars tab enables you to turn off and on the bars displayed. **Symbol search** In order to search for new symbols and adding new the Search symbols menu will automatically search for symbols with same ISIN codes. **Target currency and Calculated prices** The currency displayed in taken from the main symbol, however it is possible to easy change to another currency by right-clicking and selecting "Target Currency" and choosing your preferred currency. Please note that the currency are based in the Terminal USD forex feed available in the Cross Market Indicators package. Calculated prices will be displayed in italic font. This can be changed under Setup. **Save screen space Remove Extra information** If you want to maximize the screen usage press F12 for turning caption on/off and F11 for extra information. # Economic Calendars
**How to open** Calendars can be opened by: * Choose Calendar from the main menu * Typing calendar into search and pressing enter * Macro-economic by typing Macro in search and pressing enter and then choosing the calendar to open. * Country calendars by typing Country Calendar in search and pressing enter and then choosing a country. * Company calendars by typing Company Calendar in search and pressing enter and then choosing a country. **General** The calendar gives you a global overview on corporate and macro events, both current and historical. The events are presented in a grid sorted on date, type and time with content based on the current selected filter. Depending on events you have access to through your subscription you will be able to view the following category of events: * Announcements * Results & Dividends * Corporate Actions * New Listings & IPOs * Economic Indicators * Government auctions * Other Macro Events **Using the calendar window** When the calendar window is opened for the first time it will create a new default filter. The default filter will show all today's macro events from the European Union combined, United States and finally the country defined in the advanced settings (on the "Regional" page). In addition it will include corporate events from that country. It is possible to change the content in the default filter and save custom filters. **Toolbar** The calendar window toolbar makes it quick and easy to change filters or to change the date range. From left to right: * **Quick-Filter** drop-down - Defines whether the calendar search should highlight or filter away what you search for in the calendar * **Filter button** / drop down - Click to open the filter panel * **Date range** drop-down - Choose the time period of calendar events which should be displayed **Calendar grid** Upcoming events are in white, and past events are grayed out 15 minutes after the event values are received. If an event has estimates, the actuals will be colored green or red depending on whether the outcome is better or worse than expectations. **Filtering** User can easily filter the events the calendar grid displays. Click the Filter button and the filtering menu will appear below the toolbar. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/calendar\_filter.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/calendar_filter.png) **Filtering on date range** User can select the period for which the events will be displayed by choosing either the predefined date range or define the range him/herself. **Filtering on geographical area** Change which regions the calendar should display events for In the countries economic events and countries corporate events **Filtering on categories** Categories change the type of events visible. **Filtering on date** User can select the period for which the events will be displayed by choosing either the predefined date range or define the range him/herself. **Saving and loading filter** To save a filter click save filter as, after it has been named click save. To load a filter click on the Filter tab. **Alert setup** Get alerts when various calendar events happen in Infront terminal. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/calendar\_split.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/calendar_split.png) **Calendar history** Economic calendar history is now improved with special focus on Nordic, EU and US key economic indicators. User can open a chart comparing actual and expected values by clicking on the Graph icon in the calendar or double-clicking the event. ![https://software.infrontservices.com/helpfiles/infront/ver85/en/calendar\_chart.png](https://software.infrontservices.com/helpfiles/infront/ver85/en/calendar_chart.png) # Data Coverage
The Satoshi Terminal provides comprehensive, real-time market data covering a wide range of financial ecosystems, including global securities markets and decentralized blockchain/crypto markets. It offers users access to up-to-date insights on traditional asset classes as well as the rapidly evolving world of digital assets. By integrating data from both centralized and decentralized platforms, the Terminal delivers a holistic view of global financial markets, empowering investors, analysts, and financial professionals to make informed decisions in a dynamic, interconnected environment. Whether analyzing traditional securities or tracking blockchain-based assets, users have access to the critical market information needed to navigate both centralized finance and decentralized finance (DeFi) landscapes. # Global Securities # Stocks * **Common Equity Securities** * **Common Shares** * **Standard Common Shares** * **Voting Common Shares** * **Single Vote Per Share** * **Multiple Votes Per Share** * **Non-Voting Common Shares** * **Class A Non-Voting** * **Class B Non-Voting** * **Restricted Common Shares** * **Employee Stock Options** * **Incentive Stock Options (ISOs)** * **Non-Qualified Stock Options (NSOs)** * **Founder’s Shares** * **Vesting Founder’s Shares** * **Non-Vesting Founder’s Shares** * **Classified Common Shares** * **Class A Shares** * **High Voting Power** * **Low Voting Power** * **Class B Shares** * **Reduced Voting Power** * **Limited Voting Rights** * **Class C Shares** * **No Voting Rights** * **Special Dividend Rights** * **Dual-Class Shares** * **High-Vote Shares** * **10 Votes Per Share** * **20 Votes Per Share** * **Low-Vote Shares** * **1 Vote Per Share** * **No Votes Per Share** * **Preferred Equity Securities** * **Preferred Shares** * **Cumulative Preferred Shares** * **Standard Cumulative** * **Participating Cumulative** * **Non-Cumulative Preferred Shares** * **Standard Non-Cumulative** * **Participating Non-Cumulative** * **Convertible Preferred Shares** * **Convertible to Common Stock** * **Convertible to Other Preferred Shares** * **Callable Preferred Shares** * **Callable at Issuer’s Option** * **Callable at Holder’s Option** * **Redeemable Preferred Shares** * **Redeemable at Issuer’s Option** * **Redeemable at Holder’s Option** * **Participating Preferred Shares** * **Fixed Dividend Participation** * **Floating Dividend Participation** * **Convertible Equity Securities** * **Convertible Common Shares** * **Convertible into Common Stock** * **Fixed Conversion Ratio** * **Variable Conversion Ratio** * **Convertible into Preferred Shares** * **Fixed Conversion Terms** * **Adjustable Conversion Terms** * **Convertible Preferred Shares** * **Convertible into Common Stock** * **Fixed Conversion Ratio** * **Variable Conversion Ratio** * **Convertible into Other Preferred Shares** * **Fixed Conversion Terms** * **Adjustable Conversion Terms** * **Convertible Bonds** * **Convertible into Common Stock** * **Fixed Conversion Ratio** * **Variable Conversion Ratio** * **Convertible into Preferred Shares** * **Fixed Conversion Terms** * **Adjustable Conversion Terms** * **Warrants and Rights** * **Equity Warrants** * **Standard Warrants** * **Common Stock Warrants** * **Preferred Stock Warrants** * **Adjustable Warrants** * **Anti-Dilution Warrants** * **Reset Warrants** * **Rights** * **Subscription Rights** * **Pre-Emptive Rights** * **Ex-Rights** * **Purchase Rights** * **Buy-Back Rights** * **Rights Offering** * **Equity Derivatives** * **Stock Options** * **Call Options** * **American Call Options** * **European Call Options** * **Put Options** * **American Put Options** * **European Put Options** * **Stock Futures** * **Single Stock Futures** * **Standard Futures Contracts** * **Mini Futures Contracts** * **Stock Index Futures** * **Equity Index Futures** * **Sector Index Futures** * **Equity Swaps** * **Total Return Swaps** * **Single-Stock Swaps** * **Equity Index Swaps** * **Price Return Swaps** * **Single-Stock Price Swaps** * **Equity Index Price Swaps** * **Equity Funds** * **Equity Mutual Funds** * **Actively Managed Equity Funds** * **Large Cap Funds** * **Mid Cap Funds** * **Small Cap Funds** * **Passively Managed Equity Funds** * **Index Funds** * **S\&P 500 Index Funds** * **NASDAQ-100 Index Funds** * **Exchange-Traded Funds (ETFs)** * **Broad Market ETFs** * **Sector-Specific ETFs** * **Equity Exchange-Traded Funds (ETFs)** * **Standard Equity ETFs** * **U.S. Equity ETFs** * **International Equity ETFs** * **Thematic Equity ETFs** * **Technology ETFs** * **Sustainable/ESG ETFs** * **Equity Hedge Funds** * **Long/Short Equity Funds** * **Market Neutral Funds** * **Directional Funds** * **Event-Driven Funds** * **Merger Arbitrage Funds** * **Distressed Securities Funds** * **Equity-Linked Securities** * **Equity-Linked Notes (ELNs)** * **Principal-Protected ELNs** * **Equity-Linked Principal-Protected Notes** * **Market-Linked Principal-Protected Notes** * **Non-Principal-Protected ELNs** * **Leverage ELNs** * **Inverse ELNs** * **Equity-Linked Debentures** * **Convertible Debentures** * **Convertible into Common Stock** * **Convertible into Preferred Stock** * **Equity-Linked Bonds** * **Convertible Bonds** * **Exchangeable Bonds** * **Specialty Equity Securities** * **Growth Stocks** * **High-Growth Stocks** * **Tech Sector Growth Stocks** * **Biotech Sector Growth Stocks** * **Emerging Market Growth Stocks** * **China Growth Stocks** * **India Growth Stocks** * **Value Stocks** * **Dividend-Paying Value Stocks** * **High-Dividend Yield Stocks** * **Dividend Growth Stocks** * **Undervalued Stocks** * **Low Price-to-Earnings Ratio Stocks** * **Low Price-to-Book Ratio Stocks** # Bonds **Government Securities** * **Treasury Securities** * Treasury Bills * Ultra-Short Maturities (4-week, 8-week, 13-week, 26-week, 52-week) * Discount-Based Pricing; Redeemed at Par * Treasury Notes * Intermediate Maturities (2-year, 3-year, 5-year, 7-year, 10-year) * Fixed-Rate Semi-Annual Coupons * Treasury Bonds * Long Maturities (20-year, 30-year) * Fixed-Rate Semi-Annual Coupons * Treasury Inflation-Protected Securities (TIPS) * Principal Linked to Inflation (CPI-U) * Fixed Real Yields * STRIPS (Separate Trading of Registered Interest and Principal of Securities) * Zero-Coupon Principal Strips * Zero-Coupon Interest Strips * **Agency Bonds** * Government-Sponsored Enterprises (GSEs) * Fannie Mae (Federal National Mortgage Association - FNMA) * Freddie Mac (Federal Home Loan Mortgage Corporation - FHLMC) * Federal Farm Credit Banks (FFCB) * Federally Related Institutions * Ginnie Mae (Government National Mortgage Association - GNMA) * Federal Home Loan Banks (FHLB) * Tennessee Valley Authority (TVA) * **Savings Bonds** * Series EE Bonds (Nonmarketable, Interest Accrual) * Series I Bonds (Inflation-Linked, Nonmarketable) * **Sovereign Bonds (Non-US)** * Developed Market Sovereigns * Gilts (UK), JGBs (Japan), Bunds (Germany) * High Credit Quality and Liquidity * Emerging Market Sovereigns * Local Currency Bonds * Hard Currency Bonds (USD, EUR-Denominated) * **Municipal Bonds** * General Obligation Bonds (GO Bonds) * Unlimited Tax GO Bonds * Limited Tax GO Bonds * Revenue Bonds * Utility Revenue Bonds (Water, Sewer, Electric) * Transportation Revenue Bonds (Toll Roads, Airports, Subways) * Health Care Revenue Bonds (Hospitals, Clinics) * Education Revenue Bonds (Universities, Charter Schools) * Conduit Bonds * Private Activity Bonds (Hospitals, Universities, Stadiums) * Municipal Notes * Tax Anticipation Notes (TANs) * Revenue Anticipation Notes (RANs) * Bond Anticipation Notes (BANs) *** **Corporate Bonds** * **Investment-Grade Bonds** * Rated AAA to BBB (S\&P/Fitch) or Aaa to Baa (Moody’s) * Issued by Corporations in Various Sectors * Industrials (Manufacturing, Technology) * Utilities (Electricity, Gas, Water) * Financials (Banks, Insurance Companies) * **High-Yield (Junk) Bonds** * Rated Below BBB/Baa * Higher Yields to Compensate for Higher Default Risk * Fallen Angels (Downgraded from Investment Grade) * Distressed Debt (Trading at Deep Discounts, Near Default) * **Convertible Bonds** * Mandatory Convertible Bonds (Convert at a Set Date) * Optional Convertible Bonds (Investor Choice to Convert) * Contingent Convertibles (CoCos - Trigger-Based Conversion) * **Callable Bonds** * American-Style Callable Bonds (Callable Anytime After Call Date) * European-Style Callable Bonds (Callable Only on Specific Dates) * Bermudan-Style Callable Bonds (Callable on Predefined Dates) * **Putable Bonds** * Fixed Put Dates * Continuous Put Provisions * **Floating-Rate Notes (FRNs)** * LIBOR-Linked FRNs * SOFR-Linked FRNs * EURIBOR-Linked FRNs * Capped FRNs * **Medium-Term Notes (MTNs)** * Fixed-Rate MTNs * Floating-Rate MTNs * Structured MTNs * Equity-Linked MTNs * Commodity-Linked MTNs * **Perpetual Bonds** * No Fixed Maturity Date * Typically Callable by Issuer * **Zero-Coupon Bonds** * Issued at a Deep Discount * No Periodic Interest Payments * **Payment-in-Kind (PIK) Bonds** * Allows Issuer to Pay Interest in Additional Bonds * **Step-Up and Step-Down Bonds** * Step-Up Bonds (Interest Increases Over Time or on Trigger) * Step-Down Bonds (Interest Decreases Over Time or on Trigger) *** **Mortgage-Backed Securities (MBS)** * **Residential Mortgage-Backed Securities (RMBS)** * Agency RMBS * Pass-Through Securities (FNMA, GNMA, FHLMC) * Pool-Specific MBS * Non-Agency RMBS (Private Label) * Prime RMBS (High-Quality Borrowers) * Subprime RMBS (Low-Quality Borrowers) * Alt-A RMBS (Intermediate Credit Quality) * **Commercial Mortgage-Backed Securities (CMBS)** * Single Borrower CMBS * Multi-Borrower CMBS * Backed by Properties Such as: * Office Buildings * Retail Centers * Hotels * Multifamily Apartments * **Collateralized Mortgage Obligations (CMOs)** * Sequential-Pay Tranches * Planned Amortization Class (PAC) Tranches * Target Amortization Class (TAC) Tranches * Support Tranches (Companion Tranches) * Interest-Only (IO) Strips * Principal-Only (PO) Strips *** **Asset-Backed Securities (ABS)** * **Consumer Loan ABS** * Credit Card Receivables ABS * Master Trust Structures * Single-Series Structures * Auto Loan ABS * Prime Auto Loans * Subprime Auto Loans * Student Loan ABS * Federal Student Loans * Private Student Loans * **Business Loan ABS** * Equipment Lease ABS * Operating Leases * Finance Leases * Small Business Loan ABS * SBA-Guaranteed Loans * **Future Flow ABS** * Diversified Payment Rights (DPR) * Export Receivables ABS * Intellectual Property (IP)-Backed ABS (e.g., Music Royalties, Film Rights) *** **Structured Credit** * **Collateralized Debt Obligations (CDOs)** * Cash Flow CDOs * Arbitrage CDOs * Balance Sheet CDOs * Synthetic CDOs * Single-Name CDS-Linked CDOs * Index CDS-Linked CDOs * **Collateralized Loan Obligations (CLOs)** * Leveraged Loan CLOs * Senior, Mezzanine, Equity Tranches * **Collateralized Bond Obligations (CBOs)** * High-Yield Corporate Bond CBOs * Investment-Grade Corporate Bond CBOs *** **Specialty Bonds** * **Green Bonds** * Renewable Energy Projects * Energy Efficiency Projects * **Social Bonds** * Affordable Housing Bonds * Healthcare Development Bonds * **Sustainability-Linked Bonds** * KPI-Driven Performance Adjustments * **Islamic Bonds (Sukuk)** * Ijara Sukuk (Lease-Based) * Mudarabah Sukuk (Profit-Sharing) * Hybrid Sukuk * **Catastrophe Bonds (Cat Bonds)** * Linked to Natural Disaster Risks * Linked to Pandemic Risks *** **Global Bonds** * **Sovereign Bonds** * Developed Market Bonds (Gilts, Bunds, JGBs) * Emerging Market Bonds (Local or Hard Currency) * **Eurobonds** * Eurodollar Bonds * Euroyen Bonds * **Supranational Bonds** * Issued by Organizations Like: * World Bank * IMF * European Investment Bank (EIB) *** **Structured Notes** * **Equity-Linked Notes** * **Commodity-Linked Notes** * **Credit-Linked Notes (CLNs)** *** **Regulatory Capital Instruments** * **Tier 1 Capital Bonds (CoCos)** * **Tier 2 Capital Bonds** # Derivatives * **Futures** * **Commodity Futures** * **Energy** * **Crude Oil Futures** * **WTI Crude Oil Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Brent Crude Oil Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Natural Gas Futures** * **Henry Hub Natural Gas Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Gasoline Futures** * **RBOB Gasoline Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Heating Oil Futures** * **Heating Oil Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Metals** * **Precious Metals** * **Gold Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Silver Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Platinum Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Palladium Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Base Metals** * **Copper Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Aluminum Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Nickel Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Zinc Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Agricultural Products** * **Grains** * **Corn Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Wheat Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Soybean Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Soft Commodities** * **Coffee Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Sugar Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Cotton Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Livestock** * **Live Cattle Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Feeder Cattle Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Lean Hogs Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Financial Futures** * **Interest Rate Futures** * **U.S. Treasury Futures** * **10-Year Treasury Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **30-Year Treasury Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Eurodollar Futures** * **Eurodollar Futures Contracts** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Equity Index Futures** * **S\&P 500 Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **NASDAQ-100 Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Dow Jones Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Currency Futures** * **EUR/USD Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **GBP/USD Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **USD/JPY Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Options** * **Equity Options** * **Stock Options** * **Call Options** * **Monthly Expirations** * **Quarterly Expirations** * **Put Options** * **Monthly Expirations** * **Quarterly Expirations** * **Index Options** * **S\&P 500 Options** * **Call Options** * **Monthly Expirations** * **Quarterly Expirations** * **Put Options** * **Monthly Expirations** * **Quarterly Expirations** * **NASDAQ-100 Options** * **Call Options** * **Monthly Expirations** * **Quarterly Expirations** * **Put Options** * **Monthly Expirations** * **Quarterly Expirations** * **Dow Jones Options** * **Call Options** * **Monthly Expirations** * **Quarterly Expirations** * **Put Options** * **Monthly Expirations** * **Quarterly Expirations** * **Commodity Options** * **Energy Options** * **Crude Oil Options** * **Call Options** * **Monthly Expirations** * **Quarterly Expirations** * **Put Options** * **Monthly Expirations** * **Quarterly Expirations** * **Natural Gas Options** * **Call Options** * **Monthly Expirations** * **Quarterly Expirations** * **Put Options** * **Monthly Expirations** * **Quarterly Expirations** * **Metals Options** * **Gold Options** * **Call Options** * **Monthly Expirations** * **Quarterly Expirations** * **Put Options** * **Monthly Expirations** * **Quarterly Expirations** * **Silver Options** * **Call Options** * **Monthly Expirations** * **Quarterly Expirations** * **Put Options** * **Monthly Expirations** * **Quarterly Expirations** * **Interest Rate Options** * **Eurodollar Options** * **Call Options** * **Monthly Expirations** * **Quarterly Expirations** * **Put Options** * **Monthly Expirations** * **Quarterly Expirations** * **U.S. Treasury Options** * **10-Year Treasury Options** * **Call Options** * **Monthly Expirations** * **Quarterly Expirations** * **Put Options** * **Monthly Expirations** * **Quarterly Expirations** * **30-Year Treasury Options** * **Call Options** * **Monthly Expirations** * **Quarterly Expirations** * **Put Options** * **Monthly Expirations** * **Quarterly Expirations** * **Swaps** * **Interest Rate Swaps** * **Fixed-to-Floating Swaps** * **10-Year Swap** * **5-Year Swap** * **2-Year Swap** * **Floating-to-Floating Swaps** * **LIBOR-based Swaps** * **SOFR-based Swaps** * **Currency Swaps** * **Cross-Currency Swaps** * **EUR/USD Cross-Currency Swap** * **GBP/USD Cross-Currency Swap** * **USD/JPY Cross-Currency Swap** * **Currency Basis Swaps** * **EUR/USD Basis Swap** * **GBP/USD Basis Swap** * **Commodity Swaps** * **Commodity Price Swaps** * **Crude Oil Price Swap** * **Natural Gas Price Swap** * **Commodity Index Swaps** * **Bloomberg Commodity Index Swap** * **S\&P GSCI Swap** * **Forwards** * **Commodity Forwards** * **Energy Forwards** * **Crude Oil Forwards** * **WTI Crude Oil Forwards** * **Brent Crude Oil Forwards** * **Natural Gas Forwards** * **Henry Hub Natural Gas Forwards** * **Metals Forwards** * **Gold Forwards** * **Silver Forwards** * **Agricultural Forwards** * **Corn Forwards** * **Wheat Forwards** * **Currency Forwards** * **Foreign Exchange Forwards** * **EUR/USD Forwards** * **GBP/USD Forwards** * **USD/JPY Forwards** * **Interest Rate Forwards** * **Forward Rate Agreements (FRAs)** * **1-Month FRA** * **3-Month FRA** * **6-Month FRA** # Commodities * **Energy Commodities** * **Crude Oil** * **West Texas Intermediate (WTI)** * **WTI Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **WTI Spot Prices** * **WTI ETFs** * **Oil ETF Funds** * **Oil & Gas Exploration ETFs** * **Brent Crude** * **Brent Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Brent Spot Prices** * **Brent ETFs** * **Global Oil ETFs** * **European Oil ETFs** * **Synthetic Crude** * **Heavy Crude** * **Heavy Crude Futures** * **Heavy Crude Spot Prices** * **Light Crude** * **Light Crude Futures** * **Light Crude Spot Prices** * **Natural Gas** * **Henry Hub Natural Gas** * **Henry Hub Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Henry Hub Spot Prices** * **Henry Hub ETFs** * **Natural Gas ETFs** * **Gas Storage ETFs** * **Liquefied Natural Gas (LNG)** * **LNG Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **LNG Spot Prices** * **LNG ETFs** * **LNG Market ETFs** * **Global LNG ETFs** * **Regional Natural Gas** * **Northeast Natural Gas** * **Northeast Futures** * **Northeast Spot Prices** * **West Coast Natural Gas** * **West Coast Futures** * **West Coast Spot Prices** * **Coal** * **Thermal Coal** * **API2 Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **API4 Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Thermal Coal Spot Prices** * **Thermal Coal ETFs** * **Metallurgical Coal** * **Hard Coking Coal Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Semi-Hard Coking Coal Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Metallurgical Coal Spot Prices** * **Metallurgical Coal ETFs** * **Electricity** * **Power Futures** * **PJM Power Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **ERCOT Power Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Spot Prices** * **Day-Ahead Prices** * **Real-Time Prices** * **Hourly Prices** * **Electricity ETFs** * **Power Sector ETFs** * **Clean Energy ETFs** * **Renewable Energy** * **Biofuels** * **Ethanol Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Biodiesel Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Biofuel Spot Prices** * **Biofuel ETFs** * **Renewable Energy Certificates (RECs)** * **Solar RECs** * **Solar REC Futures** * **Solar REC Spot Prices** * **Wind RECs** * **Wind REC Futures** * **Wind REC Spot Prices** * **Metals** * **Precious Metals** * **Gold** * **Gold Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Gold Spot Prices** * **Gold ETFs** * **Gold Bullion ETFs** * **Gold Mining ETFs** * **Gold Coins** * **American Gold Eagles** * **Canadian Gold Maple Leafs** * **Silver** * **Silver Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Silver Spot Prices** * **Silver ETFs** * **Silver Bullion ETFs** * **Silver Mining ETFs** * **Silver Coins** * **American Silver Eagles** * **Canadian Silver Maple Leafs** * **Platinum** * **Platinum Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Platinum Spot Prices** * **Platinum ETFs** * **Platinum Bullion ETFs** * **Platinum Mining ETFs** * **Palladium** * **Palladium Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Palladium Spot Prices** * **Palladium ETFs** * **Palladium Bullion ETFs** * **Palladium Mining ETFs** * **Base Metals** * **Copper** * **Copper Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Copper Spot Prices** * **Copper ETFs** * **Copper Bullion ETFs** * **Copper Mining ETFs** * **Copper Scrap Prices** * **Copper Wire Scrap Prices** * **Copper Tubing Scrap Prices** * **Aluminum** * **Aluminum Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Aluminum Spot Prices** * **Aluminum ETFs** * **Aluminum Bullion ETFs** * **Aluminum Mining ETFs** * **Nickel** * **Nickel Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Nickel Spot Prices** * **Nickel ETFs** * **Nickel Bullion ETFs** * **Nickel Mining ETFs** * **Zinc** * **Zinc Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Zinc Spot Prices** * **Zinc ETFs** * **Zinc Bullion ETFs** * **Zinc Mining ETFs** * **Lead** * **Lead Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Lead Spot Prices** * **Lead ETFs** * **Lead Bullion ETFs** * **Lead Mining ETFs** * **Industrial Metals** * **Steel** * **Steel Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Steel Spot Prices** * **Steel ETFs** * **Steel Bullion ETFs** * **Steel Mining ETFs** * **Steel Scrap Prices** * **HMS 1 & 2 Scrap Prices** * **Shredded Steel Scrap Prices** * **Tin** * **Tin Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Tin Spot Prices** * **Tin ETFs** * **Tin Bullion ETFs** * **Tin Mining ETFs** * **Agricultural Commodities** * **Grains** * **Wheat** * **Hard Red Winter Wheat Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Soft Red Winter Wheat Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Wheat Spot Prices** * **Wheat ETFs** * **Corn** * **Corn Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Corn Spot Prices** * **Corn ETFs** * **Soybeans** * **Soybean Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Soybean Spot Prices** * **Soybean ETFs** * **Rice** * **Rice Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Rice Spot Prices** * **Rice ETFs** * **Oilseeds** * **Soybean Oil** * **Soybean Oil Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Soybean Oil Spot Prices** * **Soybean Oil ETFs** * **Canola** * **Canola Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Canola Spot Prices** * **Canola ETFs** * **Soft Commodities** * **Coffee** * **Arabica Coffee Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Robusta Coffee Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Coffee Spot Prices** * **Coffee ETFs** * **Sugar** * **Raw Sugar Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **White Sugar Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Sugar Spot Prices** * **Sugar ETFs** * **Cocoa** * **Cocoa Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Cocoa Spot Prices** * **Cocoa ETFs** * **Cotton** * **Cotton Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Cotton Spot Prices** * **Cotton ETFs** * **Livestock** * **Cattle** * **Live Cattle Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Feeder Cattle Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Cattle Spot Prices** * **Cattle ETFs** * **Hogs** * **Lean Hogs Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Hogs Spot Prices** * **Hogs ETFs** * **Poultry** * **Broiler Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Turkey Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Poultry Spot Prices** * **Poultry ETFs** * **Other Commodities** * **Rubber** * **Natural Rubber Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Synthetic Rubber Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Rubber Spot Prices** * **Timber** * **Lumber Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Timber Spot Prices** * **Timber ETFs** * **Timberland REITs** * **Tobacco** * **Tobacco Futures** * **Monthly Futures Contracts** * **Quarterly Futures Contracts** * **Tobacco Spot Prices** * **Tobacco ETFs** # Indices * **Equity Indices** * **Global Indices** * **MSCI World Index** * **MSCI World ETF** * **MSCI World Futures** * **MSCI World Spot Prices** * **MSCI All Country World Index (ACWI)** * **MSCI ACWI ETF** * **MSCI ACWI Futures** * **MSCI ACWI Spot Prices** * **FTSE All-World Index** * **FTSE All-World ETF** * **FTSE All-World Futures** * **FTSE All-World Spot Prices** * **Regional Indices** * **North America** * **S\&P 500** * **S\&P 500 ETF** * **S\&P 500 Futures** * **S\&P 500 Spot Prices** * **Dow Jones Industrial Average (DJIA)** * **DJIA ETF** * **DJIA Futures** * **DJIA Spot Prices** * **NASDAQ Composite** * **NASDAQ ETF** * **NASDAQ Futures** * **NASDAQ Spot Prices** * **Europe** * **FTSE 100** * **FTSE 100 ETF** * **FTSE 100 Futures** * **FTSE 100 Spot Prices** * **DAX 30** * **DAX 30 ETF** * **DAX 30 Futures** * **DAX 30 Spot Prices** * **CAC 40** * **CAC 40 ETF** * **CAC 40 Futures** * **CAC 40 Spot Prices** * **Asia-Pacific** * **Nikkei 225** * **Nikkei 225 ETF** * **Nikkei 225 Futures** * **Nikkei 225 Spot Prices** * **Hang Seng Index** * **Hang Seng ETF** * **Hang Seng Futures** * **Hang Seng Spot Prices** * **ASX 200** * **ASX 200 ETF** * **ASX 200 Futures** * **ASX 200 Spot Prices** * **Emerging Markets Indices** * **MSCI Emerging Markets Index** * **MSCI Emerging Markets ETF** * **MSCI Emerging Markets Futures** * **MSCI Emerging Markets Spot Prices** * **FTSE Emerging Markets Index** * **FTSE Emerging Markets ETF** * **FTSE Emerging Markets Futures** * **FTSE Emerging Markets Spot Prices** * **BRICS Index** * **BRICS ETF** * **BRICS Futures** * **BRICS Spot Prices** * **Sector and Industry Indices** * **Technology** * **NASDAQ-100 Technology Index** * **NASDAQ-100 Tech ETF** * **NASDAQ-100 Tech Futures** * **NASDAQ-100 Tech Spot Prices** * **S\&P Technology Select Sector Index** * **S\&P Technology ETF** * **S\&P Technology Futures** * **S\&P Technology Spot Prices** * **Financials** * **S\&P Financial Select Sector Index** * **S\&P Financial ETF** * **S\&P Financial Futures** * **S\&P Financial Spot Prices** * **KBW Bank Index (BKX)** * **KBW Bank ETF** * **KBW Bank Futures** * **KBW Bank Spot Prices** * **Energy** * **S\&P Energy Select Sector Index** * **S\&P Energy ETF** * **S\&P Energy Futures** * **S\&P Energy Spot Prices** * **Dow Jones U.S. Oil & Gas Index** * **Oil & Gas ETF** * **Oil & Gas Futures** * **Oil & Gas Spot Prices** * **Healthcare** * **S\&P Healthcare Select Sector Index** * **S\&P Healthcare ETF** * **S\&P Healthcare Futures** * **S\&P Healthcare Spot Prices** * **NASDAQ Biotechnology Index** * **NASDAQ Biotech ETF** * **NASDAQ Biotech Futures** * **NASDAQ Biotech Spot Prices** * **Consumer Discretionary** * **S\&P Consumer Discretionary Select Sector Index** * **S\&P Consumer Discretionary ETF** * **S\&P Consumer Discretionary Futures** * **S\&P Consumer Discretionary Spot Prices** * **Consumer Staples Index** * **Consumer Staples ETF** * **Consumer Staples Futures** * **Consumer Staples Spot Prices** * **Utilities** * **S\&P Utilities Select Sector Index** * **S\&P Utilities ETF** * **S\&P Utilities Futures** * **S\&P Utilities Spot Prices** * **Dow Jones Utility Average** * **Utility ETF** * **Utility Futures** * **Utility Spot Prices** * **Materials** * **S\&P Materials Select Sector Index** * **S\&P Materials ETF** * **S\&P Materials Futures** * **S\&P Materials Spot Prices** * **Bloomberg Commodity Index** * **Bloomberg Commodity ETF** * **Bloomberg Commodity Futures** * **Bloomberg Commodity Spot Prices** * **Bond Indices** * **Government Bonds** * **U.S. Treasury Indices** * **10-Year Treasury Index** * **10-Year Treasury ETF** * **10-Year Treasury Futures** * **10-Year Treasury Spot Prices** * **30-Year Treasury Index** * **30-Year Treasury ETF** * **30-Year Treasury Futures** * **30-Year Treasury Spot Prices** * **Euro Government Bonds** * **German Bund Index** * **Bund ETF** * **Bund Futures** * **Bund Spot Prices** * **French OAT Index** * **OAT ETF** * **OAT Futures** * **OAT Spot Prices** * **Corporate Bonds** * **Investment Grade Bonds** * **Bloomberg U.S. Investment Grade Index** * **IG ETF** * **IG Futures** * **IG Spot Prices** * **High-Yield Bonds** * **Bloomberg U.S. High Yield Index** * **High-Yield ETF** * **High-Yield Futures** * **High-Yield Spot Prices** * **Municipal Bonds** * **Bloomberg Municipal Bond Index** * **Municipal Bond ETF** * **Municipal Bond Futures** * **Municipal Bond Spot Prices** * **Real Estate Indices** * **REIT Indices** * **FTSE NAREIT Index** * **REIT ETF** * **REIT Futures** * **REIT Spot Prices** * **S\&P U.S. REIT Index** * **U.S. REIT ETF** * **U.S. REIT Futures** * **U.S. REIT Spot Prices** * **Global Real Estate Indices** * **MSCI Global REIT Index** * **Global REIT ETF** * **Global REIT Futures** * **Global REIT Spot Prices** * **Commodities Indices** * **Commodity Index** * **Bloomberg Commodity Index** * **Commodity ETF** * **Commodity Futures** * **Commodity Spot Prices** * **S\&P GSCI** * **S\&P GSCI ETF** * **S\&P GSCI Futures** * **S\&P GSCI Spot Prices** # Preferred Securities * **Preferred Shares** * **Cumulative Preferred Shares** * **Standard Cumulative Preferred** * **Fixed Dividend Rate** * **Floating Dividend Rate** * **Participating Cumulative Preferred** * **Fixed Dividend with Participation** * **Floating Dividend with Participation** * **Non-Cumulative Preferred Shares** * **Standard Non-Cumulative Preferred** * **Fixed Dividend Rate** * **Floating Dividend Rate** * **Participating Non-Cumulative Preferred** * **Fixed Dividend with Participation** * **Floating Dividend with Participation** * **Convertible Preferred Shares** * **Convertible to Common Stock** * **Fixed Conversion Ratio** * **Variable Conversion Ratio** * **Convertible to Other Preferred Shares** * **Fixed Conversion Terms** * **Adjustable Conversion Terms** * **Callable Preferred Shares** * **Callable at Issuer’s Option** * **Fixed Call Dates** * **Floating Call Dates** * **Callable at Holder’s Option** * **Call Option with Fixed Terms** * **Call Option with Adjustable Terms** * **Redeemable Preferred Shares** * **Redeemable at Issuer’s Option** * **Fixed Redemption Date** * **Floating Redemption Date** * **Redeemable at Holder’s Option** * **Redemption Option with Fixed Terms** * **Redemption Option with Adjustable Terms** * **Participating Preferred Shares** * **Fixed Dividend Participation** * **Fixed Percentage Participation** * **Variable Percentage Participation** * **Floating Dividend Participation** * **Indexed Participation** * **Non-Indexed Participation** * **Preferred Stock Units** * **Trust Preferred Securities** * **Trust Preferred Securities with Fixed Dividends** * **Fixed-Rate Trust Preferred** * **Floating-Rate Trust Preferred** * **Trust Preferred Securities with Adjustable Dividends** * **Resettable Trust Preferred** * **Convertible Trust Preferred** * **Hybrid Preferred Securities** * **Preferred Equity Units** * **Fixed Dividend Hybrid Units** * **Floating Dividend Hybrid Units** * **Convertible Hybrid Units** * **Convertible to Common Stock** * **Convertible to Preferred Stock** * **Preferred Bonds** * **Fixed-Rate Preferred Bonds** * **Standard Fixed-Rate Bonds** * **Long-Term Fixed-Rate Bonds** * **Short-Term Fixed-Rate Bonds** * **Step-Up Fixed-Rate Bonds** * **Fixed-Step-Up Bonds** * **Floating-Step-Up Bonds** * **Floating-Rate Preferred Bonds** * **LIBOR-Based Floating-Rate Bonds** * **Standard LIBOR Bonds** * **Adjustable LIBOR Bonds** * **SOFR-Based Floating-Rate Bonds** * **Standard SOFR Bonds** * **Adjustable SOFR Bonds** * **Convertible Preferred Bonds** * **Convertible to Common Stock** * **Fixed Conversion Ratio Bonds** * **Variable Conversion Ratio Bonds** * **Convertible to Preferred Stock** * **Fixed Conversion Terms Bonds** * **Adjustable Conversion Terms Bonds** * **Preferred Securities in Investment Funds** * **Preferred Equity Funds** * **Closed-End Preferred Equity Funds** * **Fixed Dividend Closed-End Funds** * **Floating Dividend Closed-End Funds** * **Open-End Preferred Equity Funds** * **Standard Open-End Funds** * **Variable Rate Open-End Funds** * **Preferred Stock ETFs** * **Standard Preferred Stock ETFs** * **Fixed Dividend ETFs** * **Floating Dividend ETFs** * **Specialty Preferred Stock ETFs** * **Sector-Specific ETFs** * **Geography-Specific ETFs** * **Preferred Securities Mutual Funds** * **Conventional Mutual Funds** * **Fixed Dividend Mutual Funds** * **Floating Dividend Mutual Funds** * **Hybrid Mutual Funds** * **Convertible Mutual Funds** * **Indexed Mutual Funds** * **Preferred Securities with Special Features** * **Adjustable-Rate Preferred Securities** * **Indexed Adjustable-Rate Securities** * **Inflation-Linked Adjustable Securities** * **Commodity-Linked Adjustable Securities** * **Non-Indexed Adjustable-Rate Securities** * **Periodic Rate Adjustments** * **Market-Based Rate Adjustments** * **Perpetual Preferred Securities** * **Non-Redeemable Perpetual Preferred** * **Fixed Dividend Perpetual** * **Floating Dividend Perpetual** * **Redeemable Perpetual Preferred** * **Callable Perpetual Preferred** * **Redeemable at Holder’s Option Perpetual** * **Preferred Securities with Conversion Features** * **Mandatory Convertible Preferred Securities** * **Mandatory Convertible to Common Stock** * **Fixed Mandatory Conversion** * **Variable Mandatory Conversion** * **Mandatory Convertible to Preferred Stock** * **Fixed Mandatory Conversion Terms** * **Adjustable Mandatory Conversion Terms** * **Optional Convertible Preferred Securities** * **Optional Convertible to Common Stock** * **Fixed Option Conversion** * **Variable Option Conversion** * **Optional Convertible to Other Preferred Securities** * **Fixed Option Terms** * **Adjustable Option Terms** # Market Funds * **Mutual Funds** * Equity Mutual Funds * Growth Funds * Large-Cap Growth Funds * Mid-Cap Growth Funds * Small-Cap Growth Funds * Value Funds * Large-Cap Value Funds * Mid-Cap Value Funds * Small-Cap Value Funds * Blend Funds * Core Equity Funds * Balanced Growth and Value Funds * Sector Equity Funds * Technology Funds * Healthcare Funds * Energy Funds * Financial Sector Funds * Thematic Equity Funds * ESG Funds * Climate Change Funds * Disruptive Innovation Funds * International and Global Equity Funds * Developed Market Equity Funds * Emerging Market Equity Funds * Country-Specific Equity Funds * Bond Mutual Funds * Government Bond Funds * Treasury Bond Funds * Inflation-Protected Bond Funds (TIPS Funds) * Corporate Bond Funds * Investment-Grade Bond Funds * High-Yield Bond Funds * Municipal Bond Funds * General Obligation Municipal Funds * Revenue Municipal Funds * Tax-Exempt Municipal Funds * Floating-Rate Bond Funds * Emerging Market Bond Funds * Money Market Mutual Funds * Prime Money Market Funds * Government Money Market Funds * Tax-Exempt Money Market Funds * Balanced Funds * Target Date Funds * Retirement Date Funds * Lifecycle Funds * Asset Allocation Funds * Fixed Allocation Funds * Tactical Allocation Funds *** * **Exchange-Traded Funds (ETFs)** * Equity ETFs * Broad Market ETFs * Sector ETFs * Real Estate ETFs * Technology ETFs * Utilities ETFs * Dividend ETFs * High Dividend Yield ETFs * Dividend Growth ETFs * ESG ETFs * Thematic ETFs * Innovation ETFs * Robotics ETFs * Bond ETFs * Treasury ETFs * Short-Term Treasury ETFs * Long-Term Treasury ETFs * Corporate Bond ETFs * Investment Grade Corporate Bond ETFs * High-Yield Corporate Bond ETFs * Municipal Bond ETFs * Commodity ETFs * Precious Metals ETFs * Gold ETFs * Silver ETFs * Energy ETFs * Oil ETFs * Natural Gas ETFs * Agricultural ETFs * International ETFs * Developed Market ETFs * Emerging Market ETFs * Country-Specific ETFs *** * **Hedge Funds** * Equity Hedge Funds * Long/Short Equity Funds * Market Neutral Funds * Event-Driven Hedge Funds * Merger Arbitrage Funds * Distressed Securities Funds * Macro Hedge Funds * Currency Macro Funds * Commodity Macro Funds * Relative Value Hedge Funds * Convertible Arbitrage Funds * Fixed-Income Arbitrage Funds * Multi-Strategy Hedge Funds *** * **Private Equity Funds** * Venture Capital Funds * Seed Stage Funds * Series A, B, and Growth Stage Funds * Buyout Funds * Leveraged Buyout (LBO) Funds * Management Buyout (MBO) Funds * Growth Buyout Funds * Mezzanine Funds * Convertible Debt Funds * Subordinated Debt Funds * Distressed Asset Funds *** * **Real Estate Funds** * Real Estate Investment Trusts (REITs) * Equity REITs * Residential REITs * Commercial REITs * Mortgage REITs * Residential Mortgage REITs * Commercial Mortgage REITs * Hybrid REITs * Real Estate Mutual Funds * Real Estate ETFs * Real Estate Private Equity Funds *** * **Closed-End Funds** * Equity Closed-End Funds * Fixed-Income Closed-End Funds * Global Closed-End Funds *** * **Unit Investment Trusts (UITs)** * Fixed-Income UITs * Equity UITs * Balanced UITs *** * **Funds of Funds** * Hedge Fund of Funds * Private Equity Fund of Funds * Multi-Asset Fund of Funds *** * **Specialized Funds** * Infrastructure Funds * Renewable Energy Infrastructure Funds * Transportation Infrastructure Funds * Sustainable and Impact Funds * Green Energy Funds * Social Impact Funds * Gender Equality Funds * Commodities Funds * Precious Metals Funds * Energy Commodities Funds *** * **Alternative Investment Funds (AIFs)** * Direct Lending Funds * Distressed Debt Funds * Multi-Strategy Funds *** * **Emerging Fund Types** * Tokenized Funds (Blockchain-Based) * AI-Driven Funds * Decentralized Autonomous Funds (DAOs) # Mutual Funds # ETFs # CEFs # Hedge Funds # Private Equity Funds # VC Funds # NextShares # Interval Funds # Pension Funds # BDC Portfolios # REIT Portfolios # PIPE Funds # UITs # Real Estate Funds # Fund of Funds # Specialized Funds # Currency Securities * **Foreign Exchange (Forex) Securities** * **Spot Contracts** * **Major Currency Pairs** * **EUR/USD (Euro/US Dollar)** * **GBP/USD (British Pound/US Dollar)** * **USD/JPY (US Dollar/Japanese Yen)** * **Minor Currency Pairs** * **AUD/USD (Australian Dollar/US Dollar)** * **USD/CAD (US Dollar/Canadian Dollar)** * **NZD/USD (New Zealand Dollar/US Dollar)** * **Exotic Currency Pairs** * **USD/TRY (US Dollar/Turkish Lira)** * **USD/SEK (US Dollar/Swedish Krona)** * **USD/THB (US Dollar/Thai Baht)** * **Forward Contracts** * **Short-Term Forwards** * **1-Month Forward Contracts** * **3-Month Forward Contracts** * **Medium-Term Forwards** * **6-Month Forward Contracts** * **9-Month Forward Contracts** * **Long-Term Forwards** * **12-Month Forward Contracts** * **18-Month Forward Contracts** * **Swap Contracts** * **Currency Swaps** * **Fixed-for-Fixed Currency Swaps** * **Floating-for-Floating Currency Swaps** * **Cross-Currency Swaps** * **Principal Exchange Cross-Currency Swaps** * **Interest Payment Cross-Currency Swaps** * **Options Contracts** * **Currency Call Options** * **European Call Options** * **American Call Options** * **Currency Put Options** * **European Put Options** * **American Put Options** * **Exotic Options** * **Barrier Options** * **Knock-In Options** * **Knock-Out Options** * **Asian Options** * **Digital Options** * **Currency Bonds** * **Government Currency Bonds** * **Domestic Currency Bonds** * **US Treasury Bonds** * **UK Gilts** * **Eurozone Government Bonds** * **Foreign Currency Bonds** * **Global Bonds** * **Eurobonds** * **Yankee Bonds** * **Foreign Government Bonds** * **Japanese Government Bonds (JGBs)** * **Australian Government Bonds** * **Corporate Currency Bonds** * **Domestic Corporate Bonds** * **Investment-Grade Bonds** * **High-Yield Bonds** * **Foreign Corporate Bonds** * **Eurodollar Bonds** * **Samurai Bonds** * **Kangaroo Bonds** * **Currency-Linked Securities** * **Currency-Linked Notes** * **Principal-Protected Currency-Linked Notes** * **Non-Principal-Protected Currency-Linked Notes** * **Currency-Linked Structured Products** * **Currency-Linked Certificates** * **Currency-Linked Certificates of Deposit (CDs)** * **Currency-Linked Structured Certificates** * **Currency-Linked Investment Products** * **Currency-Linked Debentures** * **Currency-Linked Bonds** * **Currency ETFs (Exchange-Traded Funds)** * **Single-Currency ETFs** * **US Dollar ETFs** * **USD Index ETFs** * **USD Currency ETFs** * **Euro ETFs** * **EUR Currency ETFs** * **EUR/USD Hedged ETFs** * **Yen ETFs** * **JPY Currency ETFs** * **JPY/USD Hedged ETFs** * **Multi-Currency ETFs** * **Emerging Market Currency ETFs** * **BRL/USD ETFs (Brazilian Real)** * **MXN/USD ETFs (Mexican Peso)** * **Global Currency ETFs** * **Global Currency Index ETFs** * **G10 Currency ETFs** * **Currency Futures** * **Major Currency Futures** * **EUR/USD Futures** * **GBP/USD Futures** * **USD/JPY Futures** * **Minor Currency Futures** * **AUD/USD Futures** * **USD/CAD Futures** * **NZD/USD Futures** * **Exotic Currency Futures** * **USD/TRY Futures** * **USD/SEK Futures** * **USD/THB Futures** * **Currency Options** * **Vanilla Currency Options** * **European Options** * **Single European Options** * **Multi-European Options** * **American Options** * **Single American Options** * **Multi-American Options** * **Exotic Currency Options** * **Barrier Options** * **Knock-In Options** * **Knock-Out Options** * **Asian Options** * **Digital Options** * **Lookback Options** * **Currency Certificates** * **Currency Certificates of Deposit (CDs)** * **Fixed-Rate Currency CDs** * **Floating-Rate Currency CDs** * **Currency Structured Certificates** * **Currency Linked Structured Certificates** * **Principal-Protected Currency Certificates** * **Currency-Linked Investments** * **Currency-Linked Bonds** * **Domestic Currency-Linked Bonds** * **Foreign Currency-Linked Bonds** * **Currency-Linked Investment Products** * **Currency-Linked Debentures** * **Currency-Linked Investment Notes** * **Currency-Linked Swaps** * **Currency Swaps** * **Fixed-for-Fixed Currency Swaps** * **Floating-for-Floating Currency Swaps** * **Cross-Currency Swaps** * **Principal Exchange Cross-Currency Swaps** * **Interest Payment Cross-Currency Swaps** # Currency Pairs # National Currencies # Cryptocurrencies # National Currencies # Legacy Currencies # Bullion Coins # Promissory Notes # Currency Swaps # Currency Forwards # Swapation Volatility # Government Securities * **Treasury Securities** * **Treasury Bills (T-Bills)** * **Short-Term T-Bills** * **4-Week T-Bills** * **8-Week T-Bills** * **13-Week T-Bills** * **26-Week T-Bills** * **Long-Term T-Bills** * **52-Week T-Bills** * **Treasury Notes (T-Notes)** * **Short-Term T-Notes** * **2-Year T-Notes** * **Medium-Term T-Notes** * **3-Year T-Notes** * **5-Year T-Notes** * **Long-Term T-Notes** * **7-Year T-Notes** * **10-Year T-Notes** * **Treasury Bonds (T-Bonds)** * **Long-Term T-Bonds** * **20-Year T-Bonds** * **30-Year T-Bonds** * **Treasury Inflation-Protected Securities (TIPS)** * **Short-Term TIPS** * **5-Year TIPS** * **Medium-Term TIPS** * **10-Year TIPS** * **Long-Term TIPS** * **30-Year TIPS** * **Savings Bonds** * **Series EE Bonds** * **Series I Bonds** * **Treasury Floating Rate Notes (FRNs)** * **2-Year FRNs** * **Government Agency Securities** * **Mortgage-Backed Securities (MBS)** * **Government-Sponsored Enterprise (GSE) MBS** * **Fannie Mae (FNMA) MBS** * **Freddie Mac (FHLMC) MBS** * **Ginnie Mae (GNMA) MBS** * **Collateralized Mortgage Obligations (CMOs)** * **Single-Class CMOs** * **Multi-Class CMOs** * **Agency Bonds** * **Federal Home Loan Bank (FHLB) Bonds** * **Fixed-Rate FHLB Bonds** * **Floating-Rate FHLB Bonds** * **Federal National Mortgage Association (Fannie Mae) Bonds** * **Fixed-Rate FNMA Bonds** * **Floating-Rate FNMA Bonds** * **Federal Home Loan Mortgage Corporation (Freddie Mac) Bonds** * **Fixed-Rate FHLMC Bonds** * **Floating-Rate FHLMC Bonds** * **Government National Mortgage Association (Ginnie Mae) Bonds** * **Fixed-Rate GNMA Bonds** * **Floating-Rate GNMA Bonds** * **Farm Credit System Bonds** * **Federal Farm Credit Banks Bonds** * **Agricultural Credit Bank Bonds** * **Agency Discount Notes** * **Short-Term Discount Notes** * **30-Day Notes** * **90-Day Notes** * **Medium-Term Discount Notes** * **180-Day Notes** * **1-Year Notes** * **Municipal Securities** * **General Obligation Bonds (GO Bonds)** * **Short-Term GO Bonds** * **1-Year GO Bonds** * **2-Year GO Bonds** * **Long-Term GO Bonds** * **5-Year GO Bonds** * **10-Year GO Bonds** * **Revenue Bonds** * **Project Revenue Bonds** * **Infrastructure Revenue Bonds** * **Utility Revenue Bonds** * **Enterprise Revenue Bonds** * **Airport Revenue Bonds** * **Hospital Revenue Bonds** * **Special Tax Revenue Bonds** * **Sales Tax Revenue Bonds** * **Hotel Tax Revenue Bonds** * **Municipal Notes** * **Tax Anticipation Notes (TANs)** * **Revenue Anticipation Notes (RANs)** * **Bond Anticipation Notes (BANs)** * **International Government Securities** * **Foreign Government Bonds** * **Sovereign Bonds** * **Developed Market Sovereign Bonds** * **UK Gilts** * **German Bunds** * **Japanese Government Bonds (JGBs)** * **Emerging Market Sovereign Bonds** * **Brazilian Government Bonds** * **Indian Government Bonds** * **Chinese Government Bonds** * **Supranational Bonds** * **World Bank Bonds** * **International Monetary Fund (IMF) Bonds** * **European Investment Bank (EIB) Bonds** * **Foreign Treasury Bills and Notes** * **UK Treasury Bills and Notes** * **Eurozone Treasury Bills and Notes** * **Specialized Government Securities** * **State and Local Government Bonds** * **State Bonds** * **General Obligation State Bonds** * **Revenue State Bonds** * **Local Government Bonds** * **City Bonds** * **County Bonds** * **Education Bonds** * **School District Bonds** * **Higher Education Bonds** # Asset-Backed Securities # Mortgage-Backed Securities # Structured Securities * **Equity-Linked Structured Products** * **Equity-Linked Notes (ELNs)** * **Single Stock ELNs** * **Bull Notes** * **Monthly Bull Notes** * **Quarterly Bull Notes** * **Bear Notes** * **Monthly Bear Notes** * **Quarterly Bear Notes** * **Basket ELNs** * **Equity Basket Bull Notes** * **Monthly Basket Bull Notes** * **Quarterly Basket Bull Notes** * **Equity Basket Bear Notes** * **Monthly Basket Bear Notes** * **Quarterly Basket Bear Notes** * **Index-Linked ELNs** * **Single Index Bull Notes** * **Monthly Single Index Bull Notes** * **Quarterly Single Index Bull Notes** * **Single Index Bear Notes** * **Monthly Single Index Bear Notes** * **Quarterly Single Index Bear Notes** * **Equity-Linked CDs (Certificates of Deposit)** * **Single Stock CDs** * **Single Stock Bull CDs** * **Monthly Bull CDs** * **Quarterly Bull CDs** * **Single Stock Bear CDs** * **Monthly Bear CDs** * **Quarterly Bear CDs** * **Basket CDs** * **Equity Basket Bull CDs** * **Monthly Basket Bull CDs** * **Quarterly Basket Bull CDs** * **Equity Basket Bear CDs** * **Monthly Basket Bear CDs** * **Quarterly Basket Bear CDs** * **Equity-Linked Bonds** * **Convertible Bonds** * **Convertible Senior Bonds** * **Convertible Subordinated Bonds** * **Warrants** * **Equity Warrants** * **Call Warrants** * **Put Warrants** * **Debt-Linked Structured Products** * **Credit-Linked Notes (CLNs)** * **Single Credit CLNs** * **Corporate Credit CLNs** * **Investment Grade CLNs** * **High Yield CLNs** * **Sovereign Credit CLNs** * **Emerging Market Sovereign CLNs** * **Developed Market Sovereign CLNs** * **Credit Basket CLNs** * **Corporate Credit Basket CLNs** * **Sovereign Credit Basket CLNs** * **Credit Default Swaps (CDS)** * **Single Name CDS** * **CDS Index** * **CDX (North America)** * **iTraxx (Europe)** * **Structured Bonds** * **Zero-Coupon Bonds** * **Government Zero-Coupon Bonds** * **Corporate Zero-Coupon Bonds** * **Indexed Bonds** * **Inflation-Linked Bonds** * **CPI-Linked Bonds** * **RPI-Linked Bonds** * **Commodity-Linked Bonds** * **Gold-Linked Bonds** * **Oil-Linked Bonds** * **Commodity-Linked Structured Products** * **Commodity-Linked Notes** * **Single Commodity Notes** * **Gold-Linked Notes** * **Oil-Linked Notes** * **Commodity Basket Notes** * **Energy Basket Notes** * **Metals Basket Notes** * **Commodity-Linked CDs** * **Single Commodity CDs** * **Gold-Linked CDs** * **Oil-Linked CDs** * **Commodity Basket CDs** * **Energy Basket CDs** * **Metals Basket CDs** * **Commodity-Linked Bonds** * **Gold-Linked Bonds** * **Oil-Linked Bonds** * **Interest Rate-Linked Structured Products** * **Interest Rate Notes** * **Floating Rate Notes (FRNs)** * **LIBOR-Linked FRNs** * **SOFR-Linked FRNs** * **Step-Up Notes** * **Monthly Step-Up Notes** * **Quarterly Step-Up Notes** * **Interest Rate CDs** * **Floating Rate CDs** * **LIBOR-Linked CDs** * **SOFR-Linked CDs** * **Step-Up CDs** * **Monthly Step-Up CDs** * **Quarterly Step-Up CDs** * **Interest Rate Bonds** * **Callable Bonds** * **Callable Government Bonds** * **Callable Corporate Bonds** * **Puttable Bonds** * **Puttable Government Bonds** * **Puttable Corporate Bonds** * **Foreign Exchange-Linked Structured Products** * **FX-Linked Notes** * **Single Currency Notes** * **USD/JPY Linked Notes** * **EUR/USD Linked Notes** * **Currency Basket Notes** * **G10 Currency Basket Notes** * **Emerging Market Currency Basket Notes** * **FX-Linked CDs** * **Single Currency CDs** * **USD/JPY Linked CDs** * **EUR/USD Linked CDs** * **Currency Basket CDs** * **G10 Currency Basket CDs** * **Emerging Market Currency Basket CDs** * **FX-Linked Bonds** * **Currency-Linked Bonds** * **Currency Option Bonds** * **Currency Swapped Bonds** * **Hybrid Structured Products** * **Equity and Debt Hybrids** * **Convertible Bonds** * **Equity Conversion Features** * **Fixed Income Features** * **Hybrid Warrants** * **Equity and Debt Hybrid Warrants** * **Equity and Commodity Hybrids** * **Equity-Commodity Linked Notes** * **Gold and Equity Linked Notes** * **Oil and Equity Linked Notes** * **Commodity-Linked Bonds** * **Gold-Equity Hybrid Bonds** * **Oil-Equity Hybrid Bonds** * **Interest Rate and FX Hybrids** * **FX-Linked Interest Rate Notes** * **Currency Swap Interest Rate Notes** * **Currency Linked FRNs** # Credit Securities * **Corporate Bonds** * **Investment-Grade Bonds** * **Aaa/AAA Rated Bonds** * **Fixed-Rate Bonds** * **Short-Term Bonds** * **Medium-Term Bonds** * **Long-Term Bonds** * **Floating-Rate Bonds** * **LIBOR-Based Floating-Rate Bonds** * **SOFR-Based Floating-Rate Bonds** * **Zero-Coupon Bonds** * **Aa/AA Rated Bonds** * **Fixed-Rate Bonds** * **Short-Term Bonds** * **Medium-Term Bonds** * **Long-Term Bonds** * **Floating-Rate Bonds** * **LIBOR-Based Floating-Rate Bonds** * **SOFR-Based Floating-Rate Bonds** * **Zero-Coupon Bonds** * **High-Yield Bonds** * **Ba/BB Rated Bonds** * **Fixed-Rate Bonds** * **Short-Term Bonds** * **Medium-Term Bonds** * **Long-Term Bonds** * **Floating-Rate Bonds** * **LIBOR-Based Floating-Rate Bonds** * **SOFR-Based Floating-Rate Bonds** * **Zero-Coupon Bonds** * **B/Caa/CCC Rated Bonds** * **Fixed-Rate Bonds** * **Short-Term Bonds** * **Medium-Term Bonds** * **Long-Term Bonds** * **Floating-Rate Bonds** * **LIBOR-Based Floating-Rate Bonds** * **SOFR-Based Floating-Rate Bonds** * **Zero-Coupon Bonds** * **Securitized Products** * **Mortgage-Backed Securities (MBS)** * **Residential Mortgage-Backed Securities (RMBS)** * **Prime RMBS** * **Fixed-Rate RMBS** * **Adjustable-Rate RMBS** * **Subprime RMBS** * **Fixed-Rate RMBS** * **Adjustable-Rate RMBS** * **Commercial Mortgage-Backed Securities (CMBS)** * **Fixed-Rate CMBS** * **Floating-Rate CMBS** * **Asset-Backed Securities (ABS)** * **Consumer ABS** * **Auto Loan ABS** * **Prime Auto Loan ABS** * **Subprime Auto Loan ABS** * **Credit Card ABS** * **Revolving Credit Card ABS** * **Installment Credit Card ABS** * **Business ABS** * **Trade Receivables ABS** * **Single-Seller Trade Receivables ABS** * **Multi-Seller Trade Receivables ABS** * **Equipment Lease ABS** * **Operating Lease ABS** * **Finance Lease ABS** * **Collateralized Debt Obligations (CDOs)** * **Collateralized Loan Obligations (CLOs)** * **Senior CLOs** * **Mezzanine CLOs** * **Equity CLOs** * **Collateralized Bond Obligations (CBOs)** * **Investment-Grade CBOs** * **High-Yield CBOs** * **Collateralized Mortgage Obligations (CMOs)** * **Sequential Pay CMOs** * **Planned Amortization Class (PAC) CMOs** * **Targeted Amortization Class (TAC) CMOs** * **Credit Derivatives** * **Credit Default Swaps (CDS)** * **Single-Name CDS** * **Standard Single-Name CDS** * **Customized Single-Name CDS** * **Index CDS** * **CDX Index** * **Investment-Grade CDX** * **High-Yield CDX** * **iTraxx Index** * **iTraxx Europe** * **iTraxx Asia** * **Total Return Swaps (TRS)** * **Single-Asset TRS** * **Single-Name TRS** * **Single-Sector TRS** * **Index TRS** * **Equity Index TRS** * **Credit Index TRS** * **Credit-Linked Notes (CLNs)** * **Single-Name CLNs** * **Standard CLNs** * **Structured CLNs** * **Index CLNs** * **CDX CLNs** * **iTraxx CLNs** * **Structured Credit Products** * **Structured Credit Bonds** * **Synthetic CDOs** * **CDO Squared** * **CDO Cubed** * **Balance Sheet CDOs** * **Traditional Balance Sheet CDOs** * **Cash Flow CDOs** * **Structured Credit Notes** * **Credit-Linked Notes (CLNs)** * **Standard CLNs** * **Structured CLNs** * **Asset-Backed Credit Notes** * **Asset-Backed CLNs** * **Collateralized Credit Notes** * **Convertible Securities** * **Convertible Bonds** * **Standard Convertible Bonds** * **Fixed-Rate Convertible Bonds** * **Floating-Rate Convertible Bonds** * **Mandatory Convertible Bonds** * **Equity-Linked Mandatory Convertible Bonds** * **Debt-Linked Mandatory Convertible Bonds** * **Convertible Preferred Stocks** * **Standard Convertible Preferred Stocks** * **Fixed-Rate Convertible Preferred Stocks** * **Floating-Rate Convertible Preferred Stocks** * **Participating Convertible Preferred Stocks** * **Participating Fixed-Rate Convertible Preferred Stocks** * **Participating Floating-Rate Convertible Preferred Stocks** * **Credit-Linked Investment Products** * **Credit-Linked Structured Products** * **Credit-Linked Structured Notes** * **Principal-Protected Credit-Linked Notes** * **Zero-Coupon Principal-Protected Notes** * **Coupon-Paying Principal-Protected Notes** * **Non-Principal-Protected Credit-Linked Notes** * **Callable Credit-Linked Notes** * **Puttable Credit-Linked Notes** * **Credit-Linked Investment Certificates** * **Fixed-Rate Credit-Linked Certificates** * **Floating-Rate Credit-Linked Certificates** * **Credit Insurance Products** * **Credit Default Insurance** * **Single-Name Credit Default Insurance** * **Standard Coverage** * **Customized Coverage** * **Index Credit Default Insurance** * **CDX Index Insurance** * **iTraxx Index Insurance** * **Credit Guarantees** * **Government Credit Guarantees** * **Sovereign Guarantees** * **State Guarantees** * **Private Sector Credit Guarantees** * **Bank Guarantees** * **Insurance Company Guarantees** # Insurance Securities * **Life Insurance Products** * **Traditional Life Insurance** * **Whole Life Insurance** * **Participating Whole Life** * **Dividend-Paying Whole Life** * **Non-Dividend-Paying Whole Life** * **Non-Participating Whole Life** * **Fixed-Rate Whole Life** * **Variable Whole Life** * **Term Life Insurance** * **Level Term Life** * **10-Year Term** * **20-Year Term** * **30-Year Term** * **Decreasing Term Life** * **Mortgage Protection Term** * **Convertible Term** * **Universal Life Insurance** * **Flexible Premium Universal Life** * **Fixed Premium Universal Life** * **Variable Premium Universal Life** * **Indexed Universal Life** * **S\&P 500 Indexed Universal Life** * **Multi-Index Indexed Universal Life** * **Variable Life Insurance** * **Variable Whole Life** * **Standard Variable Whole Life** * **Enhanced Variable Whole Life** * **Variable Universal Life** * **Global Variable Universal Life** * **Regional Variable Universal Life** * **Health Insurance Products** * **Medical Insurance** * **Individual Health Insurance** * **Major Medical Insurance** * **High Deductible Major Medical** * **Standard Major Medical** * **Short-Term Health Insurance** * **Temporary Health Insurance** * **Gap Insurance** * **Group Health Insurance** * **Employer-Sponsored Health Insurance** * **Fully Insured Plans** * **Self-Funded Plans** * **Association Health Insurance** * **Industry Associations** * **Professional Associations** * **Supplemental Health Insurance** * **Critical Illness Insurance** * **Cancer Insurance** * **Heart Attack Insurance** * **Stroke Insurance** * **Accident Insurance** * **Accidental Death and Dismemberment (AD\&D)** * **Accidental Injury Insurance** * **Long-Term Care Insurance** * **Traditional Long-Term Care Insurance** * **Nursing Home Coverage** * **Home Health Care Coverage** * **Hybrid Long-Term Care Insurance** * **Life Insurance with Long-Term Care Rider** * **Annuity with Long-Term Care Rider** * **Property Insurance Products** * **Homeowners Insurance** * **Basic Homeowners Insurance** * **HO-1 (Basic Form)** * **HO-2 (Broad Form)** * **Comprehensive Homeowners Insurance** * **HO-3 (Special Form)** * **HO-5 (Premier Form)** * **Renters Insurance** * **Standard Renters Insurance** * **Personal Property Coverage** * **Liability Coverage** * **Enhanced Renters Insurance** * **Valuable Personal Property Endorsements** * **Identity Theft Protection** * **Commercial Property Insurance** * **Business Owners Policy (BOP)** * **Property Coverage** * **Liability Coverage** * **Commercial Property Coverage** * **Building Coverage** * **Contents Coverage** * **Casualty Insurance Products** * **Auto Insurance** * **Personal Auto Insurance** * **Liability Coverage** * **Bodily Injury Liability** * **Property Damage Liability** * **Physical Damage Coverage** * **Collision Coverage** * **Comprehensive Coverage** * **Commercial Auto Insurance** * **Fleet Insurance** * **Truck Fleet Insurance** * **Taxi Fleet Insurance** * **Specialty Vehicle Insurance** * **Cargo Insurance** * **Non-Owned Vehicle Insurance** * **Liability Insurance** * **General Liability Insurance** * **Premises Liability** * **Product Liability** * **Professional Liability Insurance** * **Errors and Omissions (E\&O) Insurance** * **Malpractice Insurance** * **Directors and Officers Liability Insurance (D\&O)** * **Corporate Liability** * **Non-Profit Organization Liability** * **Annuities** * **Immediate Annuities** * **Single Premium Immediate Annuities (SPIA)** * **Life-Only SPIA** * **Fixed-Term SPIA** * **Variable Immediate Annuities** * **Variable Income SPIA** * **Inflation-Adjusted SPIA** * **Deferred Annuities** * **Fixed Deferred Annuities** * **Single Premium Fixed Deferred Annuities** * **Flexible Premium Fixed Deferred Annuities** * **Variable Deferred Annuities** * **Single Premium Variable Deferred Annuities** * **Flexible Premium Variable Deferred Annuities** * **Indexed Deferred Annuities** * **Equity-Indexed Annuities** * **Multi-Index Indexed Annuities** * **Insurance-Linked Securities** * **Catastrophe Bonds** * **Traditional Catastrophe Bonds** * **Per-Catastrophe Bonds** * **Multi-Catastrophe Bonds** * **Sidecars** * **Reinsurance Sidecars** * **Insurance Sidecars** * **Insurance-Linked Notes** * **Collateralized Reinsurance Notes** * **Collateralized Catastrophe Reinsurance Notes** * **Collateralized Casualty Reinsurance Notes** * **Weather-Linked Notes** * **Temperature-Linked Notes** * **Rainfall-Linked Notes** * **Structured Insurance Products** * **Insurance-Linked Structured Notes** * **Principal-Protected Structured Notes** * **Insurance-Linked Principal-Protected Notes** * **Market-Linked Principal-Protected Notes** * **Non-Principal-Protected Structured Notes** * **Leverage Structured Notes** * **Inverse Structured Notes** * **Structured Insurance Products** * **Credit-Linked Insurance Products** * **Credit-Linked Structured Insurance Notes** * **Insurance-Linked Credit Derivatives** * **Equity-Linked Insurance Products** * **Equity-Linked Structured Insurance Notes** * **Equity-Linked Insurance Policies** * **Reinsurance Products** * **Treaty Reinsurance** * **Proportional Reinsurance** * **Quota Share Reinsurance** * **Surplus Share Reinsurance** * **Non-Proportional Reinsurance** * **Excess of Loss Reinsurance** * **Stop-Loss Reinsurance** * **Facultative Reinsurance** * **Single Risk Facultative Reinsurance** * **Individual Risk Reinsurance** * **High-Value Risk Reinsurance** * **Cumulative Facultative Reinsurance** * **Portfolio Reinsurance** * **Quota Share Facultative Reinsurance** # Money Market Securities **Government-Issued Securities** * Treasury Bills (T-Bills) * Treasury Cash Management Bills (CMBs) * Federal Agency Discount Notes *** **Certificates of Deposit (CDs)** * Negotiable Certificates of Deposit * Non-Negotiable Certificates of Deposit * Eurodollar Certificates of Deposit * Yankee Certificates of Deposit *** **Commercial Paper** * Unsecured Commercial Paper * Asset-Backed Commercial Paper (ABCP) *** **Repurchase Agreements (Repos)** * Standard Repurchase Agreements * Reverse Repurchase Agreements (Reverse Repos) * Tri-Party Repos * Open Repos *** **Bankers’ Acceptances** *** **Money Market Funds** * Government Money Market Funds * Prime Money Market Funds * Tax-Exempt Money Market Funds *** **Municipal Money Market Instruments** * Municipal Notes * Tax Anticipation Notes (TANs) * Revenue Anticipation Notes (RANs) * Bond Anticipation Notes (BANs) * Variable Rate Demand Notes (VRDNs) *** **Eurodollar Market Instruments** * Eurodollar Time Deposits * Eurodollar Commercial Paper * Eurodollar Floating-Rate Notes *** **Short-Term Municipal Securities** * Tax-Exempt Commercial Paper * Short-Term Municipal Bonds *** **Floating-Rate Instruments** * Floating-Rate Notes (FRNs) *** **Foreign Money Market Instruments** * Euro Commercial Paper * Samurai Commercial Paper * Kangaroo Commercial Paper *** **Specialized Instruments** * Floating-Rate Certificates of Deposit (CDs) * Step-Up Notes * Step-Down Notes * Callable Money Market Securities # Other Securities * **Real Estate Investment Trusts (REITs)** * **Equity REITs** * **Residential REITs** * **Multi-Family Residential REITs** * **High-Rise Apartment Buildings** * **Low-Rise Apartment Buildings** * **Luxury Apartments** * **Affordable Housing** * **Single-Family Residential REITs** * **Single-Family Rental Properties** * **Single-Family Investment Trusts** * **Commercial REITs** * **Office Buildings** * **Class A Office Buildings** * **Class B Office Buildings** * **Co-Working Spaces** * **Retail Properties** * **Shopping Malls** * **Strip Malls** * **Single-Tenant Retail Properties** * **Outlet Centers** * **Industrial Properties** * **Warehouse Properties** * **Distribution Centers** * **Manufacturing Facilities** * **Specialty REITs** * **Healthcare REITs** * **Senior Housing** * **Hospitals** * **Medical Offices** * **Self-Storage REITs** * **Climate-Controlled Storage** * **Non-Climate-Controlled Storage** * **Hospitality REITs** * **Hotels** * **Motels** * **Resorts** * **Mortgage REITs (mREITs)** * **Agency mREITs** * **Fannie Mae-Backed Mortgages** * **Freddie Mac-Backed Mortgages** * **Ginnie Mae-Backed Mortgages** * **Non-Agency mREITs** * **Private Label MBS** * **Non-GSE Backed Mortgages** * **Subprime Mortgages** * **Hybrid mREITs** * **Combination of Agency and Non-Agency** * **Mixed Residential and Commercial Mortgages** * **Hybrid REITs** * **Equity and Mortgage Hybrid REITs** * **Combination of Equity and Mortgage REIT Strategies** * **Mixed Asset Allocation** * **Municipal Securities** * **General Obligation Bonds** * **Backed by Taxes** * **Property Taxes** * **Residential Property Taxes** * **Commercial Property Taxes** * **Sales Taxes** * **Local Sales Taxes** * **State Sales Taxes** * **Backed by Specific Revenue** * **Motor Vehicle Taxes** * **Vehicle Registration Fees** * **Gasoline Taxes** * **Hotel Taxes** * **Occupancy Taxes** * **Transient Taxes** * **Revenue Bonds** * **Project Revenue Bonds** * **Transportation Projects** * **Road and Bridge Financing** * **Public Transit Financing** * **Educational Projects** * **University Financing** * **K-12 School Financing** * **Enterprise Revenue Bonds** * **Water Utilities** * **Water Supply Projects** * **Wastewater Treatment Projects** * **Sewer Utilities** * **Sewer System Upgrades** * **Stormwater Management Projects** * **Municipal Notes** * **Tax Anticipation Notes (TANs)** * **Short-Term TANs** * **Seasonal TANs** * **Revenue Anticipation Notes (RANs)** * **Short-Term RANs** * **Seasonal RANs** * **Bond Anticipation Notes (BANs)** * **Short-Term BANs** * **Medium-Term BANs** * **Collateralized Securities** * **Collateralized Debt Obligations (CDOs)** * **Collateralized Loan Obligations (CLOs)** * **Senior Tranches** * **AAA Rated CLOs** * **AA Rated CLOs** * **Mezzanine Tranches** * **BBB Rated CLOs** * **BB Rated CLOs** * **Equity Tranches** * **Unrated Equity Tranches** * **Subordinated Equity Tranches** * **Collateralized Bond Obligations (CBOs)** * **Investment Grade CBOs** * **AAA Rated CBOs** * **AA Rated CBOs** * **High Yield CBOs** * **BBB Rated CBOs** * **BB Rated CBOs** * **Asset-Backed Securities (ABS)** * **Auto Loan ABS** * **Prime Auto Loan ABS** * **Prime Auto Loans** * **Prime Lease Loans** * **Subprime Auto Loan ABS** * **Subprime Auto Loans** * **Subprime Lease Loans** * **Credit Card ABS** * **Revolving Credit ABS** * **Non-Revolving Credit ABS** * **Student Loan ABS** * **Federal Student Loan ABS** * **Private Student Loan ABS** * **Mortgage-Backed Securities (MBS)** * **Agency MBS** * **Government-Sponsored Enterprises (GSE) MBS** * **Fannie Mae MBS** * **Freddie Mac MBS** * **Government Agency MBS** * **Ginnie Mae MBS** * **Non-Agency MBS** * **Private Label MBS** * **Prime MBS** * **Alt-A MBS** * **Non-GSE Backed MBS** * **Subprime MBS** * **Jumbo MBS** * **Structured Notes** * **Principal-Protected Structured Notes** * **Equity-Linked Notes** * **Equity Participation Notes** * **Single Stock Participation Notes** * **Index Participation Notes** * **Market-Linked Notes** * **Equity Index Linked Notes** * **Single Stock Linked Notes** * **Bond-Linked Notes** * **Fixed Income Notes** * **Government Bond Linked Notes** * **Corporate Bond Linked Notes** * **Inflation-Protected Notes** * **Real Estate Linked Notes** * **Commodities Linked Notes** * **Non-Principal-Protected Structured Notes** * **Leveraged Notes** * **Upside Leveraged Notes** * **Call Leverage Notes** * **Bullish Leverage Notes** * **Downside Leveraged Notes** * **Put Leverage Notes** * **Bearish Leverage Notes** * **Inverse Notes** * **Inverse Equity Notes** * **Inverse Stock Notes** * **Inverse Index Notes** * **Inverse Commodity Notes** * **Inverse Commodity Index Notes** * **Inverse Physical Commodity Notes** * **Sovereign Securities** * **Government Bonds** * **Long-Term Bonds** * **30-Year Bonds** * **Treasury Bonds** * **Government Agency Bonds** * **10-Year Bonds** * **Benchmark Bonds** * **Inflation-Protected Bonds** * **Short-Term Bonds** * **2-Year Bonds** * **Treasury Notes** * **Short-Term Government Bonds** * **5-Year Bonds** * **Medium-Term Government Bonds** * **Inflation-Protected Notes** * **Treasury Bills** * **Short-Term Treasury Bills** * **4-Week Bills** * **13-Week Bills** * **Medium-Term Treasury Bills** * **26-Week Bills** * **52-Week Bills** * **Government Agency Securities** * **Federal Agency Securities** * **Government-Sponsored Enterprises (GSEs)** * **Fannie Mae Securities** * **Freddie Mac Securities** * **Federal Home Loan Banks (FHLBs)** * **Municipal Agency Securities** * **State Agency Securities** * **State Government Securities** * **Regional Agency Securities** * **Local Government Agency Securities** * **City Agency Securities** * **County Agency Securities** * **Hybrid Securities** * **Convertible Bonds** * **Convertible into Common Stock** * **Fixed Conversion Ratio** * **Fixed Conversion Ratio Bonds** * **Fixed Conversion Premium Bonds** * **Variable Conversion Ratio** * **Adjustable Conversion Bonds** * **Contingent Conversion Bonds** * **Convertible into Preferred Shares** * **Convertible into Class A Preferred Shares** * **Convertible into Class B Preferred Shares** * **Preferred Stock with Warrants** * **Convertible Preferred Stock with Warrants** * **Standard Warrants** * **Equity Warrants** * **Bond Warrants** * **Adjustable Warrants** * **Anti-Dilution Warrants** * **Reset Warrants** * **Redeemable Preferred Stock with Warrants** * **Callable Warrants** * **Issuer Callable Warrants** * **Holder Callable Warrants** * **Putable Warrants** * **Issuer Putable Warrants** * **Holder Putable Warrants** * **Income Deposit Securities (IDS)** * **Income-Linked Securities** * **Dividend Linked Securities** * **Common Stock Dividend Linked** * **Preferred Stock Dividend Linked** * **Interest Payments Linked** * **Fixed Income Linked** * **Variable Income Linked** * **Equity and Debt Combined** * **Equity Component** * **Common Stock Component** * **Preferred Stock Component** * **Debt Component** * **Bond Component** * **Loan Component** * **Investment-Linked Securities** * **Unit Investment Trusts (UITs)** * **Equity UITs** * **Common Stock UITs** * **Broad Market Equity UITs** * **Sector-Specific Equity UITs** * **Preferred Stock UITs** * **High-Yield Preferred UITs** * **Investment-Grade Preferred UITs** * **Bond UITs** * **Government Bond UITs** * **Treasury Bond UITs** * **Municipal Bond UITs** * **Corporate Bond UITs** * **Investment-Grade Corporate UITs** * **High-Yield Corporate UITs** * **Exchange-Traded Products (ETPs)** * **Exchange-Traded Funds (ETFs)** * **Equity ETFs** * **Broad Market ETFs** * **Sector ETFs** * **Fixed Income ETFs** * **Government Bond ETFs** * **Corporate Bond ETFs** * **Exchange-Traded Commodities (ETCs)** * **Physical Commodity ETCs** * **Gold ETCs** * **Oil ETCs** * **Commodity Futures ETCs** * **Agricultural Futures ETCs** * **Energy Futures ETCs** * **Mutual Funds** * **Open-End Mutual Funds** * **Equity Funds** * **Growth Funds** * **Value Funds** * **Bond Funds** * **Government Bond Funds** * **Corporate Bond Funds** * **Closed-End Mutual Funds** * **Investment-Grade Funds** * **Municipal Bond Funds** * **Corporate Bond Funds** * **High Yield Funds** * **High Yield Bond Funds** * **Emerging Market Funds** * **Hybrid Investment Vehicles** * **Structured Investment Vehicles (SIVs)** * **Asset-Backed SIVs** * **Mortgage-Backed SIVs** * **Residential Mortgage-Backed SIVs** * **Commercial Mortgage-Backed SIVs** * **Collateralized SIVs** * **CDO-Based SIVs** * **ABS-Based SIVs** * **Credit-Linked SIVs** * **Corporate Debt SIVs** * **Investment-Grade Corporate Debt** * **High-Yield Corporate Debt** * **Sovereign Debt SIVs** * **Developed Market Sovereign Debt** * **Emerging Market Sovereign Debt** * **Special Purpose Vehicles (SPVs)** * **Mortgage SPVs** * **Residential Mortgage SPVs** * **Prime Mortgage SPVs** * **Subprime Mortgage SPVs** * **Commercial Mortgage SPVs** * **Office Mortgage SPVs** * **Retail Mortgage SPVs** * **Corporate SPVs** * **Project Financing SPVs** * **Infrastructure Project SPVs** * **Energy Project SPVs** * **Asset Securitization SPVs** * **Auto Loan Securitization SPVs** * **Credit Card Securitization SPVs** * **Alternative Investment Securities** * **Hedge Fund Securities** * **Fund of Funds** * **Multi-Strategy Funds** * **Diversified Multi-Strategy Funds** * **Focused Multi-Strategy Funds** * **Single-Strategy Funds** * **Long/Short Equity Funds** * **Event-Driven Funds** * **Direct Hedge Fund Investments** * **Long/Short Funds** * **Long Equity Funds** * **Short Equity Funds** * **Event-Driven Funds** * **Merger Arbitrage Funds** * **Distressed Securities Funds** * **Private Equity Securities** * **Venture Capital Investments** * **Early-Stage Investments** * **Seed Stage Investments** * **Series A Investments** * **Growth-Stage Investments** * **Series B Investments** * **Series C Investments** * **Buyout Investments** * **Leveraged Buyouts (LBOs)** * **Management Buyouts (MBOs)** * **Institutional Buyouts** * **Buyout Funds** * **Growth Buyout Funds** * **Restructuring Buyout Funds** # Crypto Securities # Cryptocurrencies # Digital Gold & Store of Value # Privacy Coins # Stable Coins # Payment Coins # Crypto Funds # Crypto-Asset Funds # Tokenized Funds # Lending & Yield Funds # Crypto Quant Funds # Blockchain Security Funds # Blockchain Social Impact Funds # Blockchain Ecosystem Funds # NFT Funds # DeFi Funds # Blockchain Innovation Funds # Blockchain Research Funds # Crypto Index Funds # Crypto Derivatives # Crypto Futures Contracts # Crypto Options Contracts # Crypto Perpetual Swaps --- 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