General Guide - Trading Platform

This guide introduces you to using the TOD Markets platform. It is divided into chapters, so you can jump straight to the sections that interest you most.

Each section has both a list of content and a video demonstrating the content. These videos are recorded in our staging environment which simulates an active market full of bots, making and moving orders. This allows for safe testing and training before venturing into the live market.

Please let us know if you would like an account on the staging environment or a more tailored training session with your team!

Managing Counterparties

1. Checking Counterparty status

2. Update Tenor end date

3. Connecting to a counterparty

4. Disconnecting from a counterparty

5. Confirming your Counterparty list is correct

Market views

1. Standard Market view

   1. Your Orders

   2. Market Trade Report

   3. Asset Period Boxes

2. Global Pricing Toggle (seeing your Good Name Pricing)

3. Your prices are blue on the market view

4. Custom Market View

   1. Custom View Filters

   2. Saving Custom Views

   3. Managing Custom Views

   4. Sharing Custom Views

   5. More documentation: Customisable Market ViewsPreview

Asset Details Views

1. Swaps

2. Caps & Floors

3. Energies

Creating Orders

1. The Create Order View

   1. Asset name and pricing

   2. Your Active orders

   3. Market Depth

2. Creating an order

   1. Form defaults

   2. Entering your own price

   3. Hitting a price

3. Persistent orders

4. Creating held orders

Managing Orders

1. Where to manage your orders

2. Single Order edit options

3. Bulk Order edit options

What happens when you trade

1. UI updates

   1. Order quantity and status changes

   2. Market Trade Report (ticker)

   3. Activity Feed record

2. Email notification to both parties

3. End-of-day trade summary email

Trades and Order Histories

1. Order Index & Filters

2. Viewing an Order history

3. Trade Index & Filters

4. Viewing a Trade

User Menu Options

1. Company Profile

2. My Profile

3. Account Statements

4. Documentation

5. Feedback & Support

The Activity Feed

1. About the activity feed

2. Types of notifications

   1. Price Change

   2. Price change on assets my company has a position on

   3. Trading session open and close

   4. Trades

   5. Your Order filled