Gallery

Public User Guide

Add New Users

Teams

Explore

Projects

Project Page

An individual project page can be accessed by clicking on a Project Name on the Projects tab.

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The project page will show a summary view of all client level rebalances for that project, along with the status of each.

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Statuses

The key trade statuses include:

Pending Trade Execution - Trades are ready to be reviewed and submitted for trading

Finished - Trades have been successful submitted and completed

Error - One or more trades for the client have errored (refer to error message)

Processing - Trades are in a processing state between statuses

No Trades - There are no valid trades generated for the rebalance

The pie chart on the right hand side displays the aggregate number of clients in each status

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Filters

Clicking the quick filters above the table can be used to filter the list to one or more statuses.

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To clear the filters, click the x CLEAR button.

Trade Details

To view the details for a particular trade, click on the trade tile

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A summary of the trade details and the trades will be displayed

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Where a client is in an error status, the error message can be viewed by clicking on the trade tile

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The message will be displayed at the bottom of the tile for action.

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