Lists

Create lists of entities you can use in restrictions as a shortcut. You can view all lists in the Lists Library.

For example, if you want to restrict trading for 25 specific US stocks, create a list of these stocks. Next, create the restriction and add the rule "Symbol (Underlying)." Instead of entering a symbol and adding multiple rules to include all desired symbols, simply elect to "Use List."

If the list of restricted symbols changes, simply update the list, and all restrictions and rules that use the list are updated.

It's important to provide meaningful names and descriptions for your lists so that you understand exactly how and where the list is used.

You can create Lists that can be used in various restrictions. If a list is eligible for use in a rule, you will see the "Use List" button, and only valid lists will be displayed.

List Type	Can be used in rule(s)
Issuers	Issuer of Symbol, Concentration of Issuer
Underlyings	Symbol, Concentration of Symbol
Security Types	Concentration of Product or Security, Product or Security Type
Product Categories	Concentration of Product or Security, Product or Security Type
Countries	Concentration of Product or Security, Product or Security Type
Industry Classifications	Concentration of Product or Security, Product or Security Type

Create a List