Viewing Securities

The Securities List

Navigate to Securities → View to see all securities in your system.

Search and Filter

Control	Description
Search	Search by name, ISIN, ticker, or SEDOL
Asset Class	Filter by asset class
Currency	Filter by the security's native currency
Status	Active, Inactive, or All
Data Source	Filter by the source of the security data

Securities List Columns

Column	Description
Name	Full security name
ISIN	International Securities Identification Number
Ticker	Exchange ticker symbol
Asset Class	The asset class category
Currency	Native currency of the security
Latest Price	Most recent available price
Price Date	Date of the latest price
Status	Active or Inactive

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Security Detail View

Click on any security to open its detail view.

Overview Tab

• Identifiers — ISIN, SEDOL, CUSIP, Bloomberg ticker, Reuters RIC
• Classification — asset class, sub-asset class, sector, geography
• Key Attributes — currency, domicile, exchange, issuer
• Pricing — latest price, price source, price date

Prices Tab

Historical price series for the security. See Prices for more detail.

Transactions Tab

All transactions involving this security across all portfolios. See Transactions for more detail.

Portfolios Tab

A list of all portfolios that currently hold this security, with their position sizes and values.

Attributes Tab

All custom attributes defined for this security. See Security Attributes for more detail.

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Creating a New Security

To add a security that doesn't yet exist in the system:

1. Go to Securities → Create New
2. Enter the security's identifiers (at minimum, an ISIN or name)
3. Point will attempt to auto-populate attributes from connected market data sources
4. Review and complete any missing fields
5. Click Save Security

Auto-Population

If Point is connected to a market data provider (e.g., Bloomberg, Refinitiv), entering an ISIN will automatically populate most fields. Always review the auto-populated data before saving.