Bring in a bond and complete its terms¶
Make a record for a bond or a CD in your deployment's instrument master, and complete its terms from a reference data plugin, Terrapin or 9fin, which offers them. You need chart 0.1.538 and CLI 0.1.60.
1. Bring it in¶
On the dashboard's Instruments page, the instrument picker searches by
what you type, a ticker, a name, an ISIN, a CUSIP or a FIGI, and answers
with the deployment's records and candidates. Choose one to bring it in,
matched to a record you hold or made a new one under the bond or
certificate_of_deposit template (dashboard__find_instruments and
dashboard__bring_in_instrument through an agent). A record lists the terms
its template wants that it lacks. See The instrument master.
2. Have its terms offered¶
Launch Terrapin's plugin (roles data and reference) or 9fin's (ninefin,
roles reference and data), and on its Settings enter:
- its key: Terrapin's API key, or 9fin's client ID and client secret, secrets never shown again;
- Securities: the bonds and CDs whose terms it offers, one ISIN or CUSIP a row, up to 500. Terrapin asks each of its monthly quota once a month, so list what you hold or watch.
Each listed security is resolved to its record, and the terms the source states are offered to it, field by field, with their source and time.
3. Accept the terms¶
On the Instruments page, each offered term waits for a person to accept
it (dashboard__accept_offered_values through an agent, with a note). An
offer never overwrites a value a person set. Once the record carries every
term its template marks complete, the book takes it.