Trades Screen

12 articles

How to Import Trades

If you have a number of trades to manually book into the system, you can easily do so using the trade import template. Usage. To find the template, click ACTIONS > DOWNLOAD TEMPLATE on the Trades scr…

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5 Things you Can Do on the Trades Screen

Here's a quick guide to tailoring columns and saving views on the TRADES screen, allowing you to focus on the information that matters most to you. After launching the app, you'll land directly on th…

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How to Transfer a Position

Molecule provides a quick-and-easy way to move a position , or a quantity not related to a trade, to another book. This can be easily done via the trade entry screen. Note that this is different from…

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How to Bulk Update Tags

Occasionally, you'll need to update tags for several trades at once. Molecule has a convenient feature to help you do so. Setting Up. On the TRADES screen, make sure you have the TAGS and STATUS colu…

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How to Lock/Unlock Trades

Only designated users with the "Edit Trade Status" permission can lock and unlock trades. The Molecule system may also automatically lock trades based on the time of day and where the trade originate…

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How to Group/Ungroup Trades

There are two ways to group your trades - manually or automatically. Automatic Grouping. You can click the notch next to GROUP TRADES to group them automatically. Your trades will be grouped by commo…

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How to Enter a Trade

You can enter a trade by clicking on the top + TRADE button in the top left-hand corner. Manual Entry. Most of our customers prefer to enter trades manually, box by box. After you press the + button,…

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