| Page Directory | |
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Page directory is
the area where the trader or portfolio manager opens and sets up different
Directories and Accounts (i.e. master pages, what-if pages and include
pages). For companies with multiple traders that are supervised by managers
or senior traders, these directories can be structured with security features
so that senior trader might be able to view all trades maintained by the
system, while a junior trader would be restricted to viewing only his
own individual account.
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Master
page - is used to maintain all of the traders' real positions. The
trades in a master account will maintain a log in the audit trail for
any trade that is added, deleted, modified, settled, abandoned or exercised
and any journal entries. When accounts are imported they are imported
as Master pages only. What-if Page - is used to play with positions, to generate ideas or create quote type pages in Strategist. There is no audit trail associated with these trades. Include pages - allow the trader to take multiple portfolios and bring them together into a single include page in order to provide a broader view of the risk across multiple portfolios. |
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