Client Configuration

Investment Policy Configuration

Client Requirements & Definition Guide for configuring investment policies and asset filtering criteria.

This guide helps you define investment policy requirements by providing clear questions and criteria for each configuration option. Technical field names are denoted in [field_name] brackets for support reference.

i Internal Use Only

This configuration guide is for internal use when gathering client requirements. All field names correspond to backend configuration parameters.

1 Financial Thresholds

Define numerical limits to ensure asset quality and filter out securities that don't meet minimum requirements.

Criteria	Description & Question	Requirements
Market Capitalization Company Size `[market_cap]`	Do you have a minimum or maximum company size? Use this to filter out small or micro-cap companies.	Value + Currency (e.g., $1 Billion USD)
Trading Volume Liquidity `[volume]`	Do you require a minimum daily trading volume? Ensures assets are liquid enough to be traded easily.	Value + Currency (e.g., $500k USD)
Public Float Share Availability `[stock_float]`	Do you require a minimum percentage of public shares? Avoids companies that are closely held/private.	Percentage (e.g., 30%)

2 Market Presence & Location

Define Inclusion (Whitelist) or Exclusion (Blacklist) rules for geographic and market-based filtering.

Criteria	Description & Question	Options
Company Location Domicile `[domicile_country]`	Where is the company legally headquartered? Focuses on economic origin/risk (e.g., US Economy). Note: Selecting "USA" here will exclude foreign companies (like Toyota or Alibaba) even if they trade on the NYSE.	☐ Include List ☐ Exclude List
Exchange Location Trading Country `[exchange_country]`	Where do you buy the stock? Focuses on trading hours and currency. Note: Selecting "USA" here will include foreign companies as long as they are traded on US exchanges (ADRs).	☐ Include List ☐ Exclude List
Specific Exchanges Exchange ID `[exchange]`	Are there specific exchanges to target or avoid? (e.g., Target NYSE/NASDAQ, Avoid OTC).	☐ Include List ☐ Exclude List
Indices Index Membership `[index]`	Must the asset belong to a specific index? (e.g., S&P 500, FTSE 100).	☐ Include List ☐ Exclude List

✓ Understanding Include vs Exclude Lists

Include Lists (Whitelist): Only assets matching the specified criteria are allowed.
Exclude Lists (Blacklist): All assets are allowed except those matching the specified criteria.

Investment Policy Configuration

1 Financial Thresholds

2 Market Presence & Location

Related Articles

Bridget API Integration Guide

Widget Integration Guide

Bridget Widget Integration Guide