/*]]>*/

Transaction – Add Utilizing CSV Format – Futures for Portfolio Management

This test verifies successful addition of a Futures for Portfolio Management (PM) transaction to an existing portfolio with a valid payload.

This test is mandatory when the Interview responses are:

  • Does your firm already use other CME GROUP APIs? CSV (All CME Group Products)

  • What types of Instruments will your system support? Futures and Options

 

  1. To test Transaction – Add Futures for PM utilizing CSV:
  1. Select SenderComp that matches assigned Margin API login.
  2. Click Start Test.
  3. Submit a request to add a Futures for PM transaction into an existing portfolio.
  4. Receive and process response.
  5. Click Refresh to review results.

Example: