EquityRT Help
Security List

 

You can select the securities you are interested in and save this security list as a form in your workspace. Using Form Connections feature, you can connect the other forms to this list, so that the other forms will be automatically updated when you change the selected security in the list.

 

Security List Designer

From The Application Menu located on the upper left corner of the screen, you can follow New > Security List steps or from the “Security List” icon in the toolbar of your workspace, you can create your own lists.

The Designer window consists of the Security Selection object. You can select the securities you are interested in and then click OK button.

 

Security Selection Object includes a date interval in the Filter part. Selections of these First and Last Date are important for groups. You can access to the content of any index or sector for the specified date interval.

Click after you select the security and the dates. Then Security List form consists of the securities you've selected will be displayed.

An example for the usage of the Security List:

First create a Security List consists of a group of securities. Then open MyGrid by selecting a date in the Base field, a security in the column and various data, ratio, indicator functions in the rows. Open Workspace Connections window by clicking on the "Connections" button on the caption of the MyGrid form and then select Securities in both boxes, thus the two forms are connected.

As you select different securities from the Security List, MyGrid form will be updated with the data of the active security.

 

You can change the title of your list by using the right click menu Properties > Title. You can use the List in the External Window by clicking External Window from the right click menu. You can export data to Excel as formula or value and refresh data by right-click menu.

See Also

User Interface