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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 sections.

New Items

 New Client Order

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

 New Market Order 

 New Trade Report 

 New Fund Order

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 to show the number of Client Orders which are in the Assigned workflow status.

Market Order View

Trades View

Trade Report View

Allocations View

Client Order Search

Market Order Search

Trades Search

Allocations Search

Market Data

Watch List

Market Depth

Trade Ticker

Other

Client View

Bond Calculator

New Window

Market Browser

 

Main Menu

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

Workpaces

View

The View Menu Item will open up the following submenu.

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.

About Kodiak

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

 

 

 

 

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