Unified Instrument Search

Introduction

This guide explains how to search for Instruments across the platform using a unified and consistent functional steps across Orders, Transactions and Instruments tabs. The process includes three types of searches: External Search, By Ticker ID and Internal Search.

Instrument Search Types

There are three primary ways to search for instruments:

Internal Search	External Search	By Ticker
Includes Public/Private Databases of Reluna for the specific production.	Searching of Instrument(s) in Market Data Source by any key symbol.	Search External in Market Sources by Ticker ID or Asset Type and its Sub type.

Where to Search Instruments

You can search for instruments from the following tabs within the platform:

A. Transactions

In the Transactions tab, you can access the Instrument Search when creating or editing transaction forms. This option is available by clicking the + button to add instruments to new or go to Edit for existing transactions.

B. Orders

The Instrument Search is also available in the Order Creation Form. You can use this feature when placing or modifying orders to select the instrument you need.

C. Instrument Tab

The Instrument Tab allows you to search for instruments directly. It serves as a central hub for finding and managing instruments.

A. From Transactions

Go to Transactions tab on the Dashboard.
Then, click on + icon to create Transaction and enter its type.
Enter the Instrument(*) field by searching with Internal/External/By Ticker.

B. From Orders

Go to Transactions Tab > Orders > Click on + icon.

A new order form opens.

Enter the Instrument(*) field by searching with Internal/External/By Ticker.

C. From Instruments tab

Go to Instruments Tab from dashboard.
Then click on External Search

A dialogue box opens. Here, search through External/By Ticker.

Criteria for Searching Instruments

When conducting an instrument search, you can input the following search criteria, depending on the type of search.

List of Criteria Here:

Name of Instrument – Search by instrument name.
ID – Enter the identifier.
ISIN – Use the International Securities Identification Number.
Contract ID – For internal instruments, enter the unique Contract ID.
Ticker Symbol – For By Ticker search, input the Ticker Symbol.
Asset Type – Select the category of the asset.

Additional Mandatory Fields (Certificates Only)

Subtype
Nominal

Available Asset Types on Platform:

ALTERNATIVE ASSETS

CASH

CERTIFICATE

COMMODITIES

CRYPTO

DEPOSIT

DERIVATIVE

EQUITIES

ETF

FIXED_INCOME

FUNDS

FUTURES

FX

GRANTED LOAN

HEDGE_FUND

INDEX

INTANGIBLE ASSET

LOAN

MUTUAL_FUND

OPTIONS

OTHER

PRIVATE EQUITY

RECOMMENDATION

REPO

SP

STRATEGY

TANGIBLE ASSET

How to Search and Load Instruments

External Search

From Instrument Search, select External Search.

Enter the search value (Name / ISIN / ID) and click Search.

Select the instrument from the results list.
Click Select and Load (the instrument is highlighted with a green checkbox when selected).

By Ticker ID

Choose By Ticker Search in the Instrument Search dropdown.

Enter the ID(*).
Select the Asset Type, its Asset Subtype(*) and hit Create button to add.

Click Select and Load (the instrument is highlighted with a green checkbox when selected).

Internal Search

Choose Internal Search from the Instrument Search dropdown.

Search using Name / Contract ID / ISIN / ID.

Review results from the Public and Private internal databases.
Click Select on the instrument you need.
Once selected, the instrument is added to the field automatically.

Instrument search in Refinitiv

Search and select instruments using rich Refinitiv data.

It’s the first step in enhancing our search capabilities, and we will continue to actively develop and improve this feature in upcoming releases.

Select the instrument that you would like to find in Refinitiv.

All- displays fields required to find all type instruments except options and futures.

Futures and options are displayed as separate categories with required fields.

Use available fields for search of the instruments.

	Identifier Type	Definition	Example	Primary Market/Usage	Global Adoption
1	ISIN	International Securities Identification Number - 12-character alphanumeric code that uniquely identifies securities globally (ISO 6166 standard)	US0378331005 (Apple Inc.)	Global - all markets	Very High - Most widely used worldwide
2	Ticker	Short alphabetic code (2-4 characters) used to identify publicly traded shares on specific exchanges	AAPL (Apple on NASDAQ)	Global - all exchanges	Very High - Most recognizable to retail investors
3	CUSIP	Committee on Uniform Security Identification Procedures - 9-character alphanumeric code for North American securities	037833100 (Apple Inc.)	USA & Canada only	High - Standard in North America
4	RIC	Reuters Instrument Code - Used by LSEG/Refinitiv to identify instruments including trading venue	IBM.N (IBM on NYSE)	Global - Refinitiv/LSEG systems	High - Used extensively in financial data platforms