Screens

25 articles

How to Create a New Counterparty

With the organizational admin permission , you can create new counterparties in the Molecule application, unless there is a lock on the handle which means it is a system-wide counterparty. First, nav…

Updated 3 months ago

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,…

Updated 3 months ago

How to Request New Products

If you'd like to request that we create a new product, please just fill out our New Product Form. This form goes to our Customer Success team. They'll review your request and reply shortly. Note: Ple…

Updated 4 months ago

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…

Updated 4 months ago

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. First, go to the TRADES screen. Under the ACTIONS menu, select DOWNLOAD TEMPLATE…

Updated 4 months ago

5 Things you Can Do on the Trades Screen

There are quite a few ways to quickly organize trades and columns directly from our app's TRADES screen! You can access the TRADES screen as soon you open the app or from the drop-down menu on the le…

Updated 4 months ago

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…

Updated 4 months ago

How to Enter Fee Information

If you'd like to enter fee information on a trade, select the MORE drop-down on the left-hand side. To specify the type of fee, click the gray box next to the + sign under fees. Then, you can choose…

Updated 4 months ago

Agreements

Agreements is Molecule's feature for Contract Management -- the management of the back-office impacts of ISDA agreements and the like. What it Does. Agreements give users a centralized way to manage…

Updated 4 months ago

How to Enter Broker Information

You can enter broker information as you enter a new trade. First, enter a trade into the system using the + TRADE icon in the left-hand corner. Once you've entered your trade information, you can ent…

Updated 4 months ago

How to Book a Trade via NLP

One of the many awesome things about Molecule is how easy the system is to use, and booking a trade using NLP (Natural Language Processing) is a great example of that. Trades that are executed on the…

Updated 4 months ago

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…

Updated 4 months ago

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…

Updated 4 months ago

Park and Loan Entry

Molecule supports a dedicated trade entry form designed to facilitate capturing natural gas park and loan deals. The purpose of this entry form is to create both sides of a park and loan deal from a…

Updated 4 months ago

How to Add Users

NOTE : To manage users, you must have Organizational Admin permission in Molecule. To add users, go under the USERS tab under SETTINGS. Then, press the + ADD USER button on the right-hand side of the…

Updated 4 months ago