1. Go to your My Custom Products page from your profile tab on the top right of the screen
2. Click on 'Create New' to create your custom product
3. Select the product type - 'Cash/ Term Deposit'
Complete the fields on the screen, as appropriate
Note: the fields marked with a red asterisk are compulsory
Ownership: Select if you want to make this product available to other users in your business
Note: this option may not be available to all users and is dependent on your user settings. The default is personal
Code: a code unique to this product you are creating, similar to an APIR/ ASX identifier
Name: the cash/ term deposit's name
Benchmark: select a default benchmark for the product to be measured against. This will be used in Quantitative Analysis for example
Asset Class: select the asset class - for term deposits use 'Cash'. This will be the default sector the product will be measured against, for example in Quantitative Analysis
Sector: select the sector, if required. This will be the default sector the product will be measured against, for example in Quantitative Analysis
Sub-sector: select the sub-sector, if required. This will be the default sub-sector the product will be measured against, for example in Quantitative Analysis
Once this criteria has been populated, click Create.
4. Upload the data
Click on 'Add Term'
In the boxes edit the start and end date for the Term Deposit/ Cash product
Add the rate as a percentage
You can add multiple periods and rates to the one product, simply select 'Add Term' again
Once you have entered all the details click on 'Save' at the top of the screen
You can update/edit your custom product at any time by coming back in and adding new periods or clicking on the bin icon next to each time period to delete it.