Versions Compared

Version Old Version 5 New Version Current
Changes made by

Minori Kato

Minori Kato

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerpt
Getting Started with IMOS On-Prem
Getting Started with IMOS On-Prem
nopaneltrue

You can create different Trading Filters to apply to the Trading P&L Summary, Trade Details List, and Portfolio Report form.

In the Trading module center Image Modified, under Data, click Trading Filter.Image Removed

...

Each filter has the option to filter according to Vessel Type, Trade Area, Contract Type, Company, Strategy, and LOB. You can select several options in a single Filter.

...

1. Create the Trading Filter

  1. Create a new Trading Filter with a Filter Name (for example, FFA VS. CARGO).

  2. Ignore the Vessel Type check boxes.

  3. To include only specific Trade Areas, select one or more Trade Area check boxes.

  4. In the Contract Type list, select only the Cargo and FFA check boxes.

  5. To include only specific Companies, select one or more Company check boxes.

  6. To include only specific Strategies, select one or more Strategy check boxes.

  7. Save and close the Trading Filter.

2. Configure the Trading P&L Summary

  1. Open the Trading P&L Summary.

  2. Next to Show, select Exposure Tons and Exposure Days.

  3. Next to Filter, select your Trading Filter.

  4. Click Image Modified.

...

Trading Filter List

All Trading Filters appear on the Trading Filter List. In the Trading module center Image Modified, next to Trading Filter, click List.

...