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October 2019 - What's New in Tamarac Trading
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Add Reason for Trade Notes in Bulk With New Upload New Terms and Conditions for Industry Group Restrictions Feature |
With this release, the new Order Information upload data set allows you to add a reason for trade note to any of your orders in bulk at any time, regardless of reconciliation status.
A reason for trade note lets you add a specific note to an order, usually to provide context or add trading instructions to that order. Once added, you can see this note on the Rebalance Summary or Trade Summary for the account or group. You can also retrieve these notes in various bulk reports.
You have to enable this new upload in Rebalancing System Settings; firms that don't wish to change orders after the fact may keep this option disabled.
In order to use the Industry Group Restrictions feature in Tamarac Trading, you will need to accept one-time terms and conditions before proceeding, even if you've used industry group restrictions in the past. After you've accepted these terms and conditions once, you can continue to use this feature as you normally would.
If you are currently using industry group Restrictions, any previously configured restrictions will not be deleted and will not change. Your restrictions will become visible once you accept the terms and conditions.
