RIA Basket Trading

A powerful way to manage and execute large numbers of trades.

Basket Trading allows you to create and review orders before you submit them. Baskets are created by eCustody when you rebalance a portfolio, perform a position trade, and in many other cases. By creating a basket, eCustody allows you to review and modify orders prior to submital, ensuring the accuracy of your trades.

Basket List

Many of the advanced trading features in eCustody result in the creation of a basket of trades. Each basket has a name and status along with a count of the number of trades which it contains. To view the contents of a basket select it in the list and click Edit. You can also double-click on any basket…
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Basket List

Basket Editor

The Basket Editor allows you to review, edit, and submit the trades in a basket. You can edit any trade by double-clicking on it in the grid. You can also delete any trade by clicking on the Trash Can icon on the right of each item. Click the Verify Basket button to verify that there are no errors…
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Basket Editor

Trade Editor

Editing the trades in a basket is easy using the Modify Trade feature. To edit a trade, simply double-click on the trade in the basket editor. Here you can change all the parameters of a trade including the Quantity, Symbol, Account Type, and Time in Force. Once you have finished editing a trade, simply click OK.
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Basket Editor - Editor Trade