Equity Order (Copy)

The Equity Order Form is the default form for the 'Create Client Order' tool. When an equity instrument is added to the 'instrument' input box, KODIAK Oms registers the instrument as equity and displays the Client Order interface accordingly. If, on the other hand, an order is being created for a fund order or for bonds, KODIAK Oms will adapt the interface to the appropriate asset.

Client Order parameters

Field	Description	Notes
B/S	Buy or Sell order
Quantity	The Quantity being bought or sold
Instrument	The symbol/company	Autocomplete text box. Type in the first letters and the system will suggest from available instruments.
Price	Price - used to specify a limit price for the order.
Order Type	Order Type	Limit, Market, LOO (Limit-On-Open), LOC (Limit-On-Close), MOO (Market-On-Open) , MOC (Limit-On-Close), IOOC (Imbalance On-Close), IOOP (Imbalance On-Open Orders)
Visible Quantity	Usually called iceberg order. The quantity that will be displayed on the market.
Hidden	Makes the order hidden. This only works for orders with large quantity.
TIF	Time In Force	Day, FOK, IOC, GTC, GTT
Date	Used when GTT is used in the TIF
Broker	The broker that the order will be sent to	Default for icelandic markets is INET
Handling	How the broker will handle the order.	DMA, Manual.
Client
Name	Name of client	When name is entered, OMS will automatically find the clients information and open his portfolio.
Communication	The method of communication in which the order came in	Choose between phone, mobile, email, instant messaging programs, in person, general internet or undefined.
Client Comment	Add an optional client comment.
Portfolio	Clients portfolio	KODIAK Oms will automatically open a clients portfolio when the client has been added.
Account	Choose clients account, if available.
Fee type	What kind of fee client will be charged.	Percent, basis points, cents per share, fixed amount, max basis, clean spread.
Fee	Amount of fee to be added to the order.
Other fee	Other fee to be added to the order.
is advice order	Check box if the order is an advice order.
Paid in cash	Check box if the order is paid in cash.
Is forward	Check box if the order is a forward order.
Show MiFid.	Click to show clients MifFid registration.

Summary

When all fields have been filled out, a summary will be calculated for the trade on the right side of the client.

Summary
Client SSN	The clients social security number (kennitala)
Ref ID	Reference ID of the order.
Security	Name of instrument
Quantity	Total quantity being bought or sold
Price	Price of each share
Value	Total value of amount of shares
Fee	Fee amount for transaction
Other fee	Other fee, if available.
Total fee	Total amount that is going to fees
Total	Total sum of all invoice amount.