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How to generate a Trade File

V
Written by Vivek Pai
Updated over 3 months ago

The Trade page shows all the potential trades across all accounts based on option model rules as well as manual interventions such as rolls and closes.

Select the trades you would like to include in the trade file and click the Generate Now button

Once complete, you can download the Block Trade File and Allocation Trade File.

Please reach out to your partner success manager, chat with us via the support bubble in the bottom right corner of your UI, or send an email to [email protected] with any questions or feedback.

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