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June 2021 - What's New in Tamarac Trading
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Updates to the Beta Version of the Rebalance Page Review and Approve Trades From the Rebalance Page Freeze Columns for Efficient Navigation |
The new Rebalance and Rebalance Summary pages are only available as beta test pages right now. By releasing beta pages, we can take advantage of more frequent releases to get more features out to you faster. Final features may change from these descriptions. Track updates here: Tamarac Trading Beta Pages - Summary Release Notes.
The new Rebalance page combines the functionality of the current Rebalance and Rebalance Review pages while expanding filtering and page controls, introducing new productivity tools, speeding up page performance, and giving you a more consistent experience across Tamarac pages.
With this release, you'll benefit from the following additions to the beta version of the Rebalance page.
Review and Approve Trades From the Rebalance PageThe beta version of the Rebalance page allows you to complete more of the rebalancing process all on one page in one streamlined flow. With our upcoming enhancements you can save time and increase efficiency when you review and approve trades directly from the new Rebalance page, rather than using the Rebalance Review page.
Once you approve a set of trades, you'll have the option to approve, delay, or ignore any non-discretionary trades. If there are any trades that were not fully approved, you can review the explanations and take appropriate action.
No more scrolling back and forth to make sure you're looking at the correct row. Now you can add as many columns as you need without sacrificing clarity or efficiency.
On the new Rebalance page, you can choose to freeze columns on the left side of the screen, allowing you to keep track of key information like the account name while scrolling horizontally to see data on the far side of the screen.
For more information about freezing columns, see Rebalance Page Actions Views and Filters.
For information about when to use this page and how it fits in the trading workflow, see Review Trades With the Rebalance Page.
To learn more about features of the new page, see Rebalance Page Actions, Views, and Filters.
As part of our ongoing effort to improve speed and reliability on the Tamarac Platform, we are continuing to make enhancements under the hood. This table highlights improvements we made since our last release:
| improvement made | type of improvement |
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We have a new audit that helps us identify and resolve potential security-type errors earlier, helping you get cleaner data faster. |
Code/Database |
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To get you data earlier in the day, we've made some changes under the hood that speed up the morning sync process, particularly for large firms. |
Code/Database |
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We've improved a key calculation algorithm to speed up transaction processing time to get you accurate data faster. |
Code/Database |