How do I add other assets?

To add a custom asset which is not included as part of the Financial Express price feed follow the steps below.

The first step is to add the fund. From the Main Menu of CCD click on Setup and then Products from the left hand side bar.


Click on the Other assets tab, then click on the + Add record button to add a new asset to the list.


From the Asset Type dropdown list, choose the asset type. You will notice at the bottom of the list is the word edit. If the asset type is not listed, click on edit and add the type to add this type of asset to the list. In the Asset Name field, enter the fund name and from the Sector dropdown list, choose the sector to which the fund is associated.