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.
| 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 |