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Updated Tamarac Trading Pages - Summary Release Notes
We introduced modernized, streamlined Rebalance page and Rebalance Summary report with expanded features and initially made it available as a beta feature that firms could enable if they wish. However, this page is now available to all firms and is no longer in beta status. This page summarizes past release changes.
For more information on the Rebalance page and Rebalance Summary report, see these topics:
We added the following features to the updated Rebalance Summary report:
Navigate to the Next or Previous Report. When viewing a Rebalance Summary report, use the < and > navigation icons to see the next or previous Rebalance Summary on the Rebalance page.
Set the Rebalance Setting for an Account. Use Set Rebalance Settings in the ... menu to update account or group-level rebalance settings without having to close the Rebalance Summary report.
Use Updated Actions. When you edit a trade to generate a custom strategy, the ... menu allows you to take the following actions: create a quick trade, add an account note, or add a reason for trade note.
We added the ability to add and view account notes on the Rebalance Summary and Rebalance pages, including these features you may be familiar with:
Add a column to the Rebalance page that lets you add and review account notes.
Add account notes on the Rebalance Summary report in the ... menu.
See updated icons indicating the status of notes in that account.
We updated the beta version of the Rebalance Summary report to include the following new features:
Set Default Report Settings. Use an icon on the upper-right corner of the report to create and save how you'd like the Rebalance Summary to look.
New Report Controls Placement. See report viewing options such as Group By and View Tier Group at the top of the report for easy access.
Expand/Collapse Report Widgets. Use a new button the top of the report to expand or collapse your view of report widgets.
Add Reason for Trade. Add a Reason for Trade note on the report. These notes are often used to document more information about why the trades are being completed.
Security Messages. View messages and warnings about individual securities directly below the row displaying that security instead of scrolling to the top of the report.
View Buys and Sells on a Widget. The same widget that displays recent account trading activity now shows a summary of buys and sells recommenced in a rebalance. You can view those recommended trades in either account percentages or dollars.
In addition, we added the ability to add a Reason for Trade note on the beta version of the Rebalance page by selecting Enter Reason for Trade on the Action list.
You'll find these two new widgets at the top of the Rebalance Summary report:
We added the following features to the Rebalance page:
Generate CSV files. Use the Generate CSV action to create downloadable CSV files containing data for the accounts and groups you select.
Remove rebalances. Select one or more accounts and remove rebalance data using the Remove Rebalance action.
Generate bulk reports. Use the Generate Bulk Reports action to create downloadable bulk reports for the accounts and groups you select.
We added the following new columns to the Rebalance page:
We added the following features to the Rebalance Summary:
Create quick trades. Generate quick, one-off trades on the Rebalance Summary, outside of the recommended trades listed.
See cash reserve details. The Cash Reserve Details widget now appears on the Rebalance Summary and provides cash reserve actual and goal data for the accounts or groups you’re viewing.
We added the following columns to the Rebalance page:
In Addition, we added the ability to hold trades on both the Rebalance page and the Rebalance Summary report. With this new feature, you'll be able to do the following:
Select accounts and use Hold Trades in the Actions list on the Rebalance page.
Use the ... menu to select Hold Trades for underlying accounts within a group on the Rebalance page.
Use the ... menu to select Hold Trades on the Rebalance Summary report.
We added the following columns to the Rebalance page:
We also added the following tax columns to the Rebalance page:
We made the following updates to the Rebalance Summary report:
When you generate a custom strategy in an underlying account within a rebalancing group, all trades in any other underlying accounts will be preserved.
You'll find these two new widgets at the top of the report:
When viewing model tiers, you'll now see the total row at the top of the tier rather than at the bottom.
We made the following updates to the Rebalance page:
You can now approve trades by selecting Approve Trades on the Actions list. As part of this update, these two columns are now available:
We've also added an updated Rebalance Summary report, accessible on the Rebalance page. This initial version of the report lets you do the following:
For more information on the beta version of the Rebalance Summary report, see this topic: Reading the Rebalance Summary.
We made the following changes to the Rebalance page:
These additional columns are now available:
We introduced the ability to freeze columns to make the Rebalance page easier to use when you include a large number of columns.
We've made the following additional columns available:
In earlier versions of this page, column filters were restricted to integers. Now we've widened the filtering so you can include decimals.
Made a number of small adjustments to improve the user experience for menus, page loading, group display, column filters, and more.
Adjusted how we retrieve accounts and groups so complicated processes work in parallel, ensuring groups load quickly and painlessly.
Learn more details about all the recent updates: April 2021 - What's New in Tamarac Trading
Added saved searches to the Account Filters Rebalance page.
Account set and saved search filters applied to other pages in Tamarac are also applied when you load the Rebalance page.
Improved page performance. Seamlessly scroll through up to 1,000 accounts per page, with quick, smooth page loading and expand groups to see underlying accounts instantly.
Introduce beta version of the Rebalance page. This release, the page includes views, column filters, account set filters, and applied filters.
Current Actions available: Rebalance Using Settings, Set Rebalance Settings, and Edit.
Learn more: February 2021 - What's New in Tamarac Trading