Copy a Transaction

The Copy feature provides the ability to create a new trade from a copy of an existing trade. Trades that have been voided or rejected can still be copied.

When copying a trade, the Trade Entry screen appears and all product information is pre-filled. If a new product is selected, the Terms information must be re-entered.

  • To copy a transaction:
  1. On the Blotter, locate the trade to copy. 
  2. Click the trade’s Trade ID number.
  3. Click the Copy button.

The Trade Entry screen appears. Change any information for the new trade. Reference the Trade Entry section in this document for additional information.