Adding a Trade

In rare cases, it's necessary to manually add trades. Most trades are added systematically, from feed sources. See About Trades and Assets for more information.

  1. Using the Data Operations personaClosedA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Trades from the Financials menu, and then select Add Trade. Or you can display the Trade Search page using the sitemap: Select in the universal menu, and then select Trade Search under Trades.
  2. Select Add Trade.

  3. Complete as much information as possible for the trade on the displayed Add Trade page (required fields are marked with *).

    Tips

    • If appears next to a field, you can select it to display a popup you can use to search for appropriate values to complete that field.
    • For some fields, you can select to display a popup you can use to select a date.
    • You don't need to include dollar signs or separators like commas when entering dollar amounts.
  4. Select Save. The Trade Detail page for the trade is displayed.