Collateral Bulk Entry

The Collateral Bulk Entry window allows adding collaterals to Sec Vs Sec trades in bulk from a csv file.

Choose Bulk from the Selected Collateral field to bring up the Collateral Bulk Entry window.

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Click and configure the columns for the fields to be imported.

The order of the columns and their names in the csv file must match these fields exactly.

All of the securities in the csv must exist in Calypso before importing.

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Click and navigate to the csv file to be imported. The collateral details are populated.

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You can modify the amounts as needed.

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You can select a row and click to remove it.

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Click when you are done. The collaterals are saved on the trades.