Trading Workflow

See an overall picture of how the trading workflow in Tamarac Trading works and get links to specific topics at each stage of the trading process, including the rebalance process as well as available manual trades like directed trades and quick trades.

Reading the Rebalance Summary

The Rebalance Summary report is the most frequently used report in Tamarac Trading. It provides a visual representation of trade recommendations in the context of an account's models and available cash. You can also use the Rebalance Summary report to edit recommended trades, add additional trades, and place trades on hold.

Learn More About Spreadsheet View

Spreadsheet View allows you to take more trade actions and review more information in one location. No need to load other pages or click away. One report lets you review more information to help with your trading tasks.

Widgets on the Rebalance Summary

The Rebalance Summary report contains a number of widgets designed to help you easily find rebalance-related information such as cash amounts, short-term and long-term gains, recent account activity, allocations, and more. This topic outlines the details in those widgets and how you can make them work for you.

Reading the Classic Rebalance Summary

Read more about the classic version of the Rebalance Summary Report. We updated this report to make the report more usable and with new tools, but the classic version of this report continues to be available.

Reading the Trade Summary

The Trade Summary report is a consolidated report that summarizes information for a single account or group. While the Rebalance Summary offers a visual representation of trades, listed in context of models, the Trade Summary shows this information with more focus on specific trade and cash information.

Rebalance Review Page Actions, Views, and Filters

The Rebalance Review page allows you view the results of a rebalance on an account-by-account basis. You can take some trading actions like approving trades and placing trades on hold. You can also customize your view with additional columns and available filters.

Trade Review Page Actions, Views, and Filters

The Trade Review page allows you to view individual recommended trades across all rebalanced accounts. You can apply filters and saved searches to only see trades or accounts that meet your specific criteria, as well as take other trading actions.

Create a Quick Trade

Learn the steps for how to quickly add a trade if you notice one is missing while reviewing trades.

Review Trades With the Rebalance Page

Learn more about how to use the features and filters on the Rebalance page to help you review trades.

Show or Hide Order Instructions on the Rebalance Summary Report

Learn more about how to show or hide order instructions on the Rebalance Summary report.