3.3.2 Pre-Trade Allocator Compact Edition
Opening the compact edition
Creating a new allocation
Buy and Sell
Summary Viewer
Saving and Loading Allocations
Monitoring Orders
This tool lets you set up pre-trade allocationsquickly and uses minimal screen space.
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The main functions are:
  
  • Set upa new allocation
  • Usemany sets of allocations - each in a quick to access Tab (seeClient, Futures etc above)
  • Selectorder type - this will be extended to support KaiTrade extendedtypes for example bracket orders that can automatically place astop order as an OCO on the main leading order.
  • Viewthe current price
  • Loadpreviously saved allocations
  • Adjustthe ratio, quantity and tranch size on an allocation
Opening the compact edition
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If you are provisioned to use the pre-tradeallocator you will see the icon for the pre-trade allocator compactedition - see above. You click on the icon to open the plug-inapplication.
After you click the icon, the PreTradeCompactwindow open - see below:
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You can either:
  • Createa new allocation
  • Loadpreviously saved allocations
 
Creating a new allocation
Open the compact allocator window and click theNew Allocation icon.
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Important Note for CQG users the Green DRV shouldappear in the status bar at the bottom of the screen, if this isred or yellow you cannot use the system..
You will be prompted to give a name for theallocation and provide the mnemonic(name of the product) that youwish to trade - see below:
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When you are finished press OK, you will then seea new tab is created with the available accounts for the productconcerned:
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You can now set up your allocation byentering:
  • Ratio -the ratio of products that you wish to buy/sell, when you enter aQuantity it is applied using the ratio.
  • Amount- you can manually enter the amounts you wish to trade for eachaccount
  • TranchSize - this controls the size of orders sent to market, forexample if the Amount is 10 and the TranchSize is 5, then 2 orderswill be sent to market, if you reduce the tranchsize to 1, then 10orders will be sent to market.
  • Delete- You can delete account you do not wish to trade.
As you add more strategies, you will notice moretabs appear - see below:
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Buy and Sell
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You can:
  
  • Set theorder type to MARKET, LIMIT and STOP
  • Adjustthe quantity, if you have specified ratios the individual amountswill be automatically calculated.
  • Get thelast price (if LIMIT order are selected), this will update thePrice field with the last price.
  • Buy andSell
 
Summary Viewer
The summary viewer provides a quick way to check,amend and cancel orders for the different allocation you havetraded:
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Each allocation that you submit will appear as arow in the grid, you can cancel working quantity by simply clickingCancel.
You can amend the price on all the working orderson some allocation by editing the price in the relevant row.
Saving and Loading Allocations
After you have set up allocations, you can thensave them for later use:
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You can then load them when want to use themagain:
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The loaded allocations can then be seen in theallocation combo box - see below:
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Clicking one of the allocations opens a Tab withthe allocation details - see below:
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Monitoring Orders
You can use the standard order book to monitororders in the market in more detail - see below:
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You can also control running allocations usingthe StrategyPad - see below:
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See the strategy pad documentation for moreinformation.
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