How do I setup my own Portfolio on ABSNet™?
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- Click on the "Portfolios" tab at the top of the page.
- Next, click on "Create New Portfolio" button in the top left area of the screen.
- Create a name for your Portfolio.
- Specify if you would like to create a deal level or bond level portfolio.
- You can select deals from the available list of over 5,000 currently available on ABSNet™ or use the CUSIP upload functionality by clicking on the "CUSIP Upload" button. This allows you to quickly check the coverage of your internal CUSIP list against ABSNet™.
- Depending on whether you select deal or bond level portfolio, you will see "Available Deals" or "Available Classes" currently published on ABSNet™. Select from over 20 available asset classes using the drop down box.
- Select the deals or classes you would like to track and press the "add" button to add the deals to your portfolio.
- The bottom box shows the deals or classes that you have selected. From here you can add, remove and sort information to customize your portfolio.
- Finally, click on the "save" button to create and store your portfolio.
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For more information contact: ABSNetInfo@lewtan.com
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How do I customize the way I view my Portfolio?
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- Click on the "Portfolio" tab at the top of the page.
- Select the portfolio that you would like to view
- Click on the "Edit Fields" link which can be found in the upper-left hand area of the screen.
- Select the deal elements you would like to view and track from over 100 available data points. Choose from losses, delinquencies, pre-payments and much more.
- Click on the "add" button to add the selected data elements to your portfolio.
- The "selected fields" box will show all data elements that will be displayed with your portfolio. You can easily remove and sort specific elements using the buttons in the center of the screen.
- Finally, click on the "save" button to store your updated portfolio.
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For more information contact: ABSNetInfo@lewtan.com
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Portfolio Scheduled Exports
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ABSNet's™ Portfolio functionality has been significantly enhanced with the introduction of the Scheduled Export Web Service. A "web service" takes advantage of the flexibility the World Wide Web and XML have to offer, and allows easier application to application communication. Users can now easily tap into the entire ABSNet™ performance database to feed all surveillance and analytical systems needs, and automate the entire process through this service. The Portfolio Scheduled Export functionality will be available to ABSNet™ users that wish to upgrade from their existing service.
This new functionality enables users to automate the receipt of full performance history for all authorized deals on a daily basis, in a standardized XML format.
- Administrative Web Interface enabling ABSNet™ users to programmatically add and remove CUSIPs from existing Portfolios on ABSNet™
- User-defined Export times and deal selection
- Historical record of all exports will be available for reference and audit trail
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Setting up a Scheduled Export only takes a couple of steps:*
* Must be a Premium Plus User to use this functionality
- Click on the "Portfolio" tab at the top of the page.
- Next, click on the link located at the top right area of the page labeled "Scheduled Export Setup."
- From the first drop-down list, choose the portfolio that you would like to schedule for export
- From the second drop-down list, choose the time at which you would like your portfolio to be exported
- Click on the "Submit" button to save your Scheduled Export settings
- You will automatically be brought back to the main Portfolio page and you will now notice a green flag next to the Portfolio you have scheduled to export
- On a nightly basis, ABSNet™ will automatically generate an XML file with full performance history for all deals in the Portfolio selected, and make those files available via an FTP site for your retrieval
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For more information contact: sales@lewtan.com or call 781.672.1216.
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