Setup Guides

Step-by-step resources to help your team set up, connect, and use OpenCTRM.

Start here first! Check out this quick start guide to help you get setup.

Learn how to setup Contract Specs for financial trades. Futures, Options, Swaps…

Learn how to enter Forecasts into the system to accurately model your exposures…

Learn how to enter a Fixed Physical forward purchase or sale trade…

This guide will walk you through setting up market data.

Capture Futures and Futures Options trades…