User Help System
Load Trades
Trades are loaded similarly to other portfolios. If two or more portfolios are loaded into the trade grid at the same time, then a new aggregate portfolio will be generated when the portfolio is margined.
- To load trades:
- Select the box adjacent to the portfolio(s) to load.
- Select Load Trades. One of the following occurs:
- If there is no existing portfolio, the trades load.
- If there is an existing portfolio, a dialog box displays with the Portfolio load options.
- If the dialog box displays, select Close Existing, Merge with Existing or Cancel. Trades load or action is canceled.
