First you see Filter for "Bonds Watch List" page. You can select there criteria
and push "Show Security" or "Show Watch list" buttons.
"Show Security" Button will bring list of securities that was found in database
for selected criteria. From there you can click on any security row and this
action will bring you to the new page "View Security".
"View Security" - Here you will find detail information for selected security.
From here you can push "Calculator" or "Add to Portfolio" buttons. "Calculator"
- button will bring Calculator form, fulfilled with data from the database
necessary to run core analytics for this security.
"Add To Portfolio" - will add selected bond to your watch list.
Also you will see on "View Security" form "History Info" here you will find
some information for historical data of the bond such: amount, prices or rating
changes over time.
"Show watch list" button will bring you list of bonds you added to your
watch list. Where you can change trade date, Bid price and Offer price and run
"Recalc Analytics" button.
"Set Dates" button on your watch list will set all trade date in the watch list
to the date you selected on the form.
"Save Prices" button will save prices you enter on watch list for future use.
Prices also saved when you run analytics.
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