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Most functionality in Kodiak can be accessed through either the Main Toolbar or Menu 

Main Toolbar

The main toolbar contains the following sectionsections.

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New Items

 New Client Order

This toolbar button opens a Client Order entry window as seen below.

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 New Market Order  New Market Order 

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 New  New Trade Report 

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 New  New Fund Order

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Image AddedOff Exchange Trade

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Views

Image AddedClient Order View

The Client Orders view shows a list of all Client Orders that the user has access to.

The icon will show a number in the lower right corner Image Addedto show the number of Client Orders which are in the Assigned workflow status.

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Image AddedMarket Order View

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Image AddedTrades View

Image AddedTrade Report View

Image AddedAllocations View

Image AddedClient Order Search

Image AddedMarket Order Search

Image AddedTrades Search

Image AddedAllocations Search

Market Data

Image AddedWatch List

Image AddedMarket Depth

Image AddedTrade Ticker

Other

Image AddedClient View

Image AddedBond Calculator

Image AddedNew Window

Image AddedMarket Browser

 

Main Menu

The main menu is located on the upper right hand corner of the Kodiak window.

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Workpaces

View

The View Menu Item will open up the following submenu.

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The functionality which is not covered in the main toolbar documentation are:

Pending Market Orders

Aggregate Trades

Price Quote

 

 

Settings

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Documentation

The documentation menu item will open a browser with this User Manual.

About Kodiak

About Kodiak will display a dialog which displays the application version and connected server.

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