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Filtering Trade File Formats

Tamarac Trading supports a large number of trade file formats for equities and mutual funds. As more trade file formats are added to support more users of Tamarac Trading, it can be come difficult to locate the particular trade file format from various drop-down lists, such as this one, the Equity Trade File Format list: 

To limit the number of trade files that appear these lists, you can select your supported trade file formats on the Rebalancing System Settings page.

Those trade file formats shown in the Selected lists will appear in various drop-down lists.

Those trade file formats in the Available lists will not appear in these lists.

Some trade files require additional information which can be filled in below the Equity Trade File Format and Mutual Fund Trade File Format lists. For more information on these fields, contact your custodian.

For more information, see Trade File Settings.