Shortlist (Admin view)

Shortlist (admin view)

This window allows you to add a security to the Shortlist, or remove a security from the Hard to Borrow list. Select Shortlist from the Admin menu to open the Security

Control window. Enter the security symbol in the symbol field. Put a check next to

Shortable List0 or ShortableList1. Enter the number of shares. (This is the maximum number of shares that can be sold short on one order). Click Commit.

 CHECKING IF A SECURITY IS SHORTABLE

Enter the security symbol and click Load. This feature only works for NASDAQ National Market and Listed securities. See Note, below.

NOTE: NASDAQ Small Cap and OTCBB securities are automatically not shortable on this system. However, these securities will be displayed as shortable when using the Load feature described above.

ADD MULTIPLE SECURITIES TO SHORTLIST

You can use the Cut & Paste Short List Edit feature (the big white box on the right side of this window) to add multiple items to the shortlist. This is the format you’ll need to use:

SYMBOL,SHORTSIZE

A,1000

B,10000

C,5000

But make sure you change A, B, and C and their size to the right symbol and size. Click Commit to add these to the shortlist. You will have to adjust the Long Leverage and Short Leverage field individually when adding symbols using this method.