How are financial instruments classified in PortfolioAnalyst?

Financial instruments are classified as follows within PortfolioAnalyst:

  • U.S. Treasury Bills
  • Bonds
  • Forex
  • Cash
  • Commodities
  • Futures Options
  • Future-Style Options
  • Future-Style Future Options
  • Funds
  • Futures
  • Structured Products
  • Options
  • Other
  • Stocks
  • Unclassified
  • Warrants

Find more information on PortfolioAnayst in our Users' Guide.

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