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Edit 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.

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. When you send trades back to these pages, you can edit trade details.

This page provides steps for how to edit trades on hold.

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

Edit a Trade on Hold

To edit the trade details of a trade on the Trades on Hold page, follow these steps: 

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

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

   

3. Apply the trades you want to edit.

   

4. Visit the appropriate page to edit trade details: 

   • If the trade was placed on hold within the day, visit the Trade List.

   • If the trade was placed on hold on a day other than the trade date, visit the account's Trade Summary or Rebalance Summary.

5. Edit trade details on those pages as needed.