Note: The General Trading Module Right must be selected in Security. Access to other forms and actions also requires specific Module Rights. Your configuration might differ from the information shown. For information on other features, please contact your account manager.

About the Trading Module

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Concepts

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These are the general steps for using Trading:

1. Set up the data you will use in Trading.
2. Enter the information about your trades.
3. Use the Trading Lists and Tools and the Trading Reports to view and analyze your portfolio.
4. After confirming trades and settling them, you can create trade invoices in the Financials module.

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