Category

A Category is a tag that can be assigned to a Security to indicate that the Security falls into a particular user-defined classification. For example, a security can be classified by: the geographical location of the economy that affects it; the business sector that it belongs to; the size and nature of operations of the security's counterparty; or any other classification that the user might create.

There is no limit to the number of categories that can be assigned to a security; however, too large a number may degrade performance during some application operations.

A Category is specified as a unique name. It can be used in Synthetic Portfolios for aggregating positions based on the categories assigned to the position's underlying security.