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John_Richards
Follower ○○

Import portfolio - cash allocation

Hi

I am importing portfolios - what is the proxy SEDOL or identifier for allocating to cash (GBP) please?

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ebingle Product Manager
Product Manager

Re: Import portfolio - cash allocation

Hello John,

Any placeholder code or simply the name “Cash” can be used to import a cash position. Then, make sure the security type is set to cash. You can do this during the import process or by editing the security after import from the holding view. Finally, make sure your portfolio currency is set to Pound Sterling in the account settings. Once you establish the placeholder cash code once, it will be recognized for each subsequent import.

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