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Apply a Trade on Hold

Contents

Introduction

You can place trades on hold in Tamarac Trading, allowing you to save the details of the trade for later execution. This allows you to save trade details overnight, whereas trades not placed on hold will not be saved until the next day.

After placing trades on hold, you can also apply those trades when you're ready to do so. Once you apply a trade from the Trades on Hold page, trades are moved back into the normal review workflow. When you approve trades placed on hold today, they go to the Trade List. When you approve trades placed on hold before today's date, they go to the Rebalance Review page for review before execution.

This page provides steps for how to apply trades.

For details and best practices about placing trades on hold, see Trades on Hold.

Apply a Trade on Hold

To apply a trade on hold, follow these steps: 

1. On the Rebalance & Trade menu, click Trades on Hold.

2. Select the trades on hold you want to apply. Use filtering, if necessary.

   

3. Click Apply Trades.

   

Once you remove or apply a trade on hold, the account will now be seen in one of these locations: 

• Once applied, Tamarac Trading will move the account to the Rebalance Review report and trades will need to be reviewed and approved before they can go to the Trade List.

  

• If you have an account where some trades are placed on hold and other trades are logged and you apply the trades on hold, only the held trades will return to the Rebalance Review for further approval. However, in the same scenario where you have some trades applied and some placed on hold and those applied trades are not yet logged, you will see all trades for the account return to the Rebalance Review.