User Help System
Managing Rates Trades
Use the Trade grid to manage trades for all portfolio types generated on this screen.
Portfolios in the Trade Grid are identified by: Created on Date, Name, Firm, Account and Number of Trades. Margin indicates portfolio status, and following Margin, will show the margined amount.
There are three trade grids:
- IRS
- Futures and Options
- Delta Ladder
From an open portfolio, select a tab to view trades for the corresponding trade types.
Note: Futures and Options may also be viewed and updated from the Futures and Options screen.
IRS Trade Reference
IRS trades may be imported or manually entered using the basic template, the simple template, or the trade register.
See the following layout reference for input fields for each template:
