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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.

 New Market Order 

 New Trade Report 

 New Fund Order

Image AddedOff Exchange Trade

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Views

Client 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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Market Order View

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Trades View

Trade Report View

Allocations View

Client Order Search

Market Order Search

Trades Search

Allocations Search

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

Pending Market Orders

Aggregate Trades

Price Quote

 

 

Settings

 

Documentation

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

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