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Restriction (Security Setting)

This securities setting allows you to choose from one of these options: 

• NoneThis security has none of these restrictions applied.

• Hold Do Not TradeThe value of this security will be included in the total account value for any accounts holding it, but you will not be able to buy or sell the security in any of these accounts. This restriction is also the default for dummy tickers. You can enter a custom strategy to trade a security with this restriction.
  

  Note

  If a security uses the Hard Close setting as well as the Hold Do Not Trade restriction at the same time, this can cause errors.

• Buy onlyThis security can only be purchased in accounts, but not sold. You can enter a custom strategy to trade a security with this restriction, but this is not recommended.

• Sell onlyThis security can only be sold in accounts holding it but not purchased. You can enter a custom strategy to trade a security with this restriction, but this is not recommended.

• Unmanaged AssetThis value of this security will be removed from total account value and you will not be able to buy or sell the security in accounts holding it. You can add unmanaged securities to models with a 0% target. This is a global restriction that cannot be overridden by account-level settings.

• Hold Do Not Trade - HARD RESTRICTIONThe value of this security will be included in the total account value for any accounts holding it, but you will not be able to buy or sell the security in any of these accounts. This restriction cannot be overridden in a custom strategy.

• Buy only - HARD RESTRICTIONThis security can only be purchased in accounts, but not sold. This restriction cannot be overridden in a custom strategy.

• SELL only - HARD RESTRICTIONThis security can only be sold in accounts, but not purchased. This restriction cannot be overridden in a custom strategy.

For more information about security restrictions, see Security Restrictions.

For more information about maintaining securities, see Maintain Securities.

For more information about using securities, see Learn More About Assets, Liabilities, Securities, and Categories.