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Example

Look at the allocation examples in How To Examples

The old allocation window:

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The new allocation window:

You can now select the customer and portfolio by entering the external reference number of the portfolio in the portfolio dropdown.

You can now allocate Client Orders, Market Orders or individual Trades.

 

 

 

  

The Allocations View control will display a list of current Allocations.

Allocations View

Allocation Information

You can see Allocation information on Client Orders, Market Orders and Trades.

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