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- Expression Syntax
- Everysk Platform
  Everysk Platform
  - Custom Index Workers
    Custom Index Workers
    
    Time Series Operator
    
    Custom Index Generator
  - Datastore Workers
    Datastore Workers
    
    Datastore Consolidation
    
    CSV To Datastore
    
    Datastore To CSV
    
    Datastore Retriever
    
    Datastore Merge
  - Compliance Workers
    Compliance Workers
    
    Compliance Generator
  - Tutorials
    Tutorials
    
    How to Integrate with Addepar
    
    Create and distribute reports
    
    Creating a portfolio from a XML file with the ANBIMA Parser worker
    
    How to Insert Trades on the Platform
  - Calculation Workers
    Calculation Workers
    
    Liquidity
    
    Backtest Statistics
    
    Sensitivities
    
    Backtest
    
    Stress Test Worker
    
    Parametric Risk Attribution
    
    Exposure
    
    Properties
    
    Monte Carlo Risk Attribution
  - Operations Workers
    Operations Workers
    
    Fees Inserter
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    File Workers
    
    File OCR
    
    File Retriever
    
    Zip Handler
    
    File Generator
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    Network Workers
    
    HTTP Client
    
    Email Sender
  - Datastore Generators Workers
    Datastore Generators Workers
    
    Custom Datastore
    
    Datastore Liquidity
    
    Datastore Parametric Stress Test
    
    Datastore Brazilian Regulations
    
    Datastore Backtest Statistics
    
    Datastore Parametric Risk
    
    Datastore Historical
    
    Datastore Tracking Error
    
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    Datastore Exposure
  - Report Workers
    Report Workers
    
    OpenFin Report Distribution
    
    Report Retriever
    
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    Report Generator
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    Flow Control Workers
    
    Barrier
    
    Connecting Workflows
    
    Time Barrier
  - Miscellaneous Workers
    Miscellaneous Workers
    
    Expression Solver
    
    Market Data
    
    For Developers
    
    Retrieve ETF
  - Trades Workers
    Trades Workers
    
    Split Trades
    
    Trades Storage
    
    Start Of Day
    
    IMBARQ - Equity Loans Inserter
    
    Redemptions and Subscriptions Inserter
    
    Trades Inserter
    
    Trade Allocator
    
    Assign Trades Rules
  - Portfolio Workers
    Portfolio Workers
    
    Portfolio Consolidation
    
    Portfolio Optimizer
    
    Portfolio Expression
    
    Portfolio Differences
    
    Portfolio Retriever
    
    Portfolio Look-Through
    
    Security Remapping
    
    Portfolio Generator
    
    Portfolio Merge
  - Workflows
    Workflows
    
    The workflow structure
    
    Creating a new workflow
    
    Cloning a workflow
    
    Exporting a workflow
    
    Deleting a workflow
    
    Running a workflow through the everysk API
  - Workers
    Workers
    
    The Worker structure
    
    Variants
    
    Developers Section
    
    Output Types
  - Portfolios
    Portfolios
    
    How to create a portfolio
    
    Importing a portfolio from an XLS or CSV file
    
    How to import a portfolio from a XLS file with multiple tabs
    
    Importing Portfolios from Black Diamond
    
    Importing a portfolio from Blueleaf
    
    Importing a portfolio from Everysk Samples
    
    How to change the portfolio name
    
    How to change the base currency
    
    How to set the portfolio net asset value
    
    How to set the portfolio date
    
    How to model a historical portfolio today
    
    How to clone a portfolio
    
    How to delete a portfolio
    
    How to export a portfolio
    
    How to search for portfolios
  - Reports
    Reports
    
    Export reports as PDF or CSV
    
    How to share a report
    
    Can I embed individual widgets from a Report?
    
    Can I revoke public access to a Report?
    
    How to visualize Reports created in the past
    
    How to create a Report with a Manual Workflow
    
    What is the name convention for Reports
    
    How to make annotations on Reports
    
    How to securely share private Reports
    
    How to delete a Report
    
    How to search for Reports
    
    How to interpret the Report visualizations
  - Templates
    Templates
    
    How to search for templates
    
    Template/Scenarios
    
    Template/Historical Scenarios
    
    Template/Hedge Behavior
    
    Template/Stress Test Filters
    
    Template/Stress Test Comparison
    
    Template/Risk Concentrations
    
    Template/Factors + Active Risk
    
    Template/Risk Filters
    
    Template/Backtest Filters
    
    Template/Backtest Comparison
    
    Template/Properties
    
    Template/Sentiment News
  - Widget List
    Widget List
    
    Stress Test Envelope
    
    Stress Test Widget
    
    Risk Attribution
    
    Backtest
    
    Historical Scenarios
    
    Portfolio Stats
    
    Sentiment News
    
    Filters
- Everysk API
  Everysk API
  - Excel Add-In
  - Optimizer
    Optimizer
    
    FAQ
  - Parameters
    Parameters
    
    Exponential Decay
    
    Simulation Horizon
  - General
    General
    
    Where to find the full API reference
- My Account
  My Account
- Technical
  Technical
  - Optimizers
    Optimizers
    
    Tracking Error Optimizer
    
    Turnover Optimization
    
    Constraint Specification
  - Factor Models
    Factor Models
    
    Everysk Pure Factors
  - Transitivity
    Transitivity
    
    Debt-Equity trades
    
    Benchmarking Corporate Bonds
    
    Benchmarking risk propagation
    
    Defined Outcome products
    
    Rate and credit risk propagation
    
    Multi-asset risk propagation
  - Risk Aggregations
    Risk Aggregations
    
    How is risk aggregated by Dividend Yield?
    
    How is risk aggregated by Implied Rating
    
    How is risk aggregated by Duration
    
    How is risk aggregated by Liquidity?
    
    How is risk aggregated by Market Capitalization?
  - Coverage
    Coverage
    
    Supported Fees
    
    Supported Modules
    
    Supported Securities
    
    Supported Exchanges
    
    Supported Currencies
  - Symbology
    Symbology
    
    Brazilian Futures
    
    Brazilian Fixed Income
    
    Common symbology mappings
    
    US Equities, ETFs and Mutual Funds
    
    Foreign Equities
    
    Equity Options
    
    FX Forward
    
    FX Options
    
    Futures
    
    Future Options
    
    Corporate Bonds
    
    Municipal Bonds
    
    Convertible Bonds
    
    Convertible Preferred Bonds
    
    Exchangeable Bonds
    
    Government Bonds
    
    Interest Rate Swaps
    
    Credit Default Swaps
    
    Term Loans
    
    Warrants
    
    Private Corporate Bonds
    
    Margin
    
    Cash
    
    Indices Indices
    Table of contents
    
    Format
    
    Examples
    
    Fields
    
    Index Options
  - Portfolio Construction
    Portfolio Construction
    
    Portfolio Logic
    
    Security Logic
    
    Data Logic
  - Methodology
    Methodology
    
    Private Investments
    
    Brazilian Pricing Models
    
    White Paper
    
    What is risk attribution?
    
    What is stress test?
    
    What is CVaR- and CVaR+?
    
    How do you use the historical information?
    
    Do you apply some weighting to historical data?
    
    What information you use to calculate risk?
    
    Normal vs. Lognormal Risk Factors
    
    MCTR for long/short portfolios
    
    CVaR for long/short portfolios
    
    What are the supported aggregation types for risk attribution?
    
    How to find a white paper with formulations?

Table of contents

Format
Examples
Fields

Indices¶

Format¶

IND:<TICKER>

Examples¶

Symbol
`IND:SPX`
`IND:RLV`

Fields¶

Parameter	Description
`<TICKER>`	Ticker indicating the index

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