Trading

Block Trading

• Block orders in option strategy
• Block orders (for IAMs)
• Creating and updating allocation groups (for IAMs)
• Block orders
• Creating and updating allocation groups

Charts and Analysis

• What is technical analysis and chart indicators?

Client Trading

• Understanding P/L on the 'Position details'
• Extended trading hours
• Timeline guidance for Mutual Funds instrument addition
• Find inspiration and investment ideas
• How is spending power calculated?
• Prices and valuations

See all 24 articles

Model Manager

• Rebalancing functionalities
• Funding Flows
• Model Manager - FAQ
• Rebalancing methodology
• Creating and managing models

Orders Explained

• How do I modify or cancel an order?
• What is a take-profit order?
• How do I use Conditional Orders?
• Order types overview
• What is a stop-loss order?
• Are Stop orders triggered by the bid or ask price?

See all 13 articles

Risk Management

• The error: This trade would exceed your (initial) margin available
• Viewing margin and collateral changes
• Locating clients exceeding their margin utilisation?
• Viewing clients enabled for Securities lending
• Viewing clients' aggregated exposure

Trade Blotter

• Trade blotter for multiple clients