📑 Instrument Black List
The Instrument Black List screen in the Koala.Markets platform allows administrators and compliance officers to manage a list of financial instruments that are restricted from trading due to regulatory, risk-based, or internal policy decisions.
🎯 Purpose
This module enables:
- Blocking of specific instruments from being traded or processed.
- Control over tradable instruments on a provider level (e.g., ICF, Allfunds).
- Full auditability of restricted instruments for compliance and operational transparency.
➕ Create New
To add a new instrument to the blacklist, click + Create New.
You must provide the following required fields:
- ISIN Code – The unique identifier of the financial instrument.
- Trade Provider – Select from available trade providers (e.g.,
ICF,Allfunds).
🔎 Search
A Global Search input field is provided above the table.
It allows users to perform keyword-based filtering across all displayed fields.
📄 Table Columns
The table lists all blacklisted instruments with the following columns:
| Column | Description |
|---|---|
| ISIN Code | International identifier of the instrument. |
| Short Code | Internal shorthand for the instrument. |
| Instrument Name | Full official name of the instrument. |
| Instrument Type | Category of instrument (e.g., Stocks, ETF, ETC). |
| Provider | The associated trade provider (e.g., ICF). |
| Insert Date | Timestamp indicating when the record was added. |
| Insert User | ID of the user who created the blacklist entry. |
| Delete | Trash icon used to remove an instrument from the blacklist. |
🧩 Key Features
- Blacklist is provider-specific: You can manage restrictions independently for each trade provider.
- Fully Auditable: Insert user and date are stored with every record.
- Simple Management: Only ISIN and Provider are needed to create a blacklist entry.
- Quick Search: Global Search allows for easy filtering across multiple fields.
- Safe Delete: Deletion requires confirmation to avoid accidental removal.
🔐 Use Cases
- Compliance Enforcement: Blacklist instruments flagged by regulators or internal policies.
- Market Risk Management: Restrict volatile or suspicious instruments.
- Provider-Specific Restrictions: Tailor instrument control according to the capabilities or rules of each trade provider.
⚠️ Instruments added to the blacklist are excluded from all trading operations and will not be available for execution or order routing.