How to generate a trade ticket and trade blotter?
  • Updated on 10 May 2020
  • 1 minute to read
  • Contributors
  • Print
  • Share
  • Dark
    Light

How to generate a trade ticket and trade blotter?

  • Print
  • Share
  • Dark
    Light

You can generate a trade ticket from InvestGlass basic template or from your own forms.

Basic Transaction modal

To create a new transaction - you can find from the navigation bar shortcut new transaction. Please note that this short cut can be changed from the Apps and Portal layout customisation system.

  1. Select a client and a portfolio
  2. Choose for a cash or security transaction
  3. Fill in the form and click save

InvestGlass will automatically generate a transaction number. You also can use the option to create a Contact Report. By default Yes, creating a Contact report will link this transaction to a Contact report.

Once it is saved you click on Reload Portfolio Page if you wish to visualise the portfolio or Generate Confirmation email to copy and paste transaction information into an email. For DVP specific wording please contact us - contact @investglass.com.

Was this article helpful?