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Directed Trades Page Actions, Views, and Filters

Contents

Introduction

Directed trading enables you to focus on individual securities while trading across a set of accounts outside the constraints of a rebalance. Directed trades can also be used in conjunction with completing a rebalance on your accounts.

The Directed Trades page allows you to create, edit, and delete directed trades. This help topic helps you navigate the Directed Trades page, as well as direct you to important processes and information you'll need to know when using the Directed Trades page.

For steps to generate directed trades, see Directed Trades Process.

For more in-depth information about strategies and settings used in directed trades, see:

• Directed Trades Versus Rebalancing

• Strategies Using Directed Trades

• Trade Type and Quantity Definitions in Directed Trades

For information and strategies about other tactical trading options, see Trade Summary for information on generating a quick trade for a single account or Tactical Rebalance for information on the tactical rebalancing process.

Actions You Can Take on the Directed Trades Page

You can take the following actions on the Directed Trades page.

Create, Edit, or Delete a Directed Trade

For more information, see Create, edit, and delete a directed trade.

Add or Remove Accounts from Directed Trades

Add or remove accounts from directed trades that you've already created. For more information, see Change or Remove Accounts from a Directed Trade.

Reapply Trades to an Existing Directed Trade

For more information, see Reapply a Directed Trades.

Filter and Customize the Directed Trades Page

You can add custom columns to the Directed Trades page to add at-a-glance information. On this page, you can:

Add, Arrange, and Remove Columns

Add, arrange, and remove columns, then save that configuration so the page loads with it in the future. For more information, see Add, Remove, and Rearrange Columns on Trading Pages.

After adding and arranging the columns as desired, click to save the view for next time you visit the page.

Change Column Width

Adjust the column width to a custom size or automatically to fit the data. For more information, see Change Column Width on Pages in Tamarac.

Sort Columns

Sort data in columns by ascending or descending order. For more information, see Sort and Filter Columns on Pages in Tamarac.