---
title: "How do I designate an instrument or instrument type as non-tradeable?"
slug: "how-do-i-designate-an-instrument-as-nontradeable"
updated: 2025-03-19T15:01:09Z
published: 2025-03-19T15:01:09Z
canonical: "support.lusid.com/how-do-i-designate-an-instrument-as-nontradeable"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I designate an instrument or instrument type as non-tradeable?

You can designate an instrument or instrument type as *non-tradeable* to prevent users ordering the instrument in the [Rebalance dashboard](/v1/docs/configuring-rebalancing-use-cases-in-the-rebalance-dashboard).

The Rebalance dashboard blocks users from entering target values into any rows with *non-tradeable* instruments, and subsequently prevents order generation.

> [!NOTE]
> **Note:** By default, the Rebalance dashboard designates currency and FX positions as *non-tradeable*.

To set or update *non-tradeable* instruments and instrument types in your LUSID domain:

1. Sign in to the [LUSID web app](https://www.lusid.com/app) as a user with suitable permissions.
2. From the top left menu, navigate to **Data Management > Properties**. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(591).png)
3. Locate the property type with **Scope** `Override` and **Code** `NonTradeable`, and click **Edit**.

> [!NOTE]
> Note
> 
> There are two different *non-tradeable* property types:
> 
> - `DerivedValuation/System/NonTradeable` - you cannot modify this property type.
> - `DerivedValuation/Override/NonTradeable` - you can edit the value of this property type to specify non-tradeable instrument types.

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(592).png)
4. Using [LUSID filtering syntax](/v1/docs/filtering-information-retrieved-from-lusid), specify a formula for the instruments and instrument types you wish to designate as *non-tradeable*. For example, you might specify the following formula to designate instruments you [decorate with the property](/v1/docs/properties) `Instrument/Finbourne-Examples/NonTradeable` as *non-tradeable*:

```plaintext
if(Properties[Instrument/Finbourne-Examples/NonTradeable] eq true) then true else null
```

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(596).png)

> [!NOTE]
> Note
> 
> To designate an entire asset class as non-tradeable, you might use a formula such as the following:
> 
> ```plaintext
> if(AddressKeys[Instrument/AssetClass] eq 'FXForward')
> ```
> 
> You must ensure your instrument data is appropriately populated to suit your formula.
5. Click **Save changes**.
6. If you have not already done so, decorate the instruments you wish to make *non-tradeable* with the property you specified in your formula. [See how to do this.](/v1/docs/how-do-i-add-a-property-to-an-entity) ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(594).png)

Once configured with the formula above, for example, if `LUID_00003DCC` has the `Instrument/Finbourne-Examples/NonTradeable` property set to `True`, you cannot enter values to generate orders for the instrument in the Rebalance dashboard: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(595).png)

An instrument mastered in LUSID represents a financial asset you own or have exposure to. LUSID enables you to model a wide range of securities using instrument types.