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Security Reporting Settings

Contents

Introduction

In Tamarac, you can add securities and change specific settings for those securities, including adding category information, reporting information, setting trading restrictions, adding custom fields, and more. Editing these settings allow you to report and trade securities accurately.

This page discusses the specific settings available on the Reporting tab when you create or edit securities.

For more information on creating, editing, or deleting securities, see Maintain Securities.

For more information about marking securities as unmanaged and how reports display unmanaged assets, see:

• How Reports Handle Unmanaged Assets
• Exclude Cash or Other Securities from Performance
• Exclude From Performance/Exclude ALL Securities From Performance

Reporting Tab

The following settings are available under the Reporting tab. Which settings you see varies based on the security type.