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Mass-generate corporate actions

First, make sure that all the bond information is correctly defined in the bond instruments (linked to positions).


Mass-generate coupons and expirations

  1. Go to Tools → Corporate actions → Create coupons and expirations.

  2. Define the process parameters.

  3. Save corporate actions (and run these to portfolios).

Import corporate actions in a file

Go to Import → Import corporate actions.

You can find the file description in the File format for importing corporate actions section in the FA Back reference. Click Choose file and upload your file. Click Preview changes, and then Check result.


If the result looks ok, click Save corporate actions.