How to Create CDs with Custom Securities

You can see a quick video walkthrough that goes over modeling a CD in the Custom Securities tool below:

1. Hover over Tools and select Custom Securities
2. Select Upload Data
3. Select Download our template
4. Fill out the template with 2 dates using the return of the CD
5. Select Advanced Settings
6. Select Fixed in the the Continuation section
7. Enter the annualized return of the CD in the text box
8. Select Save at the top right