Updates - March 2024

E-signing process, Company - Trades, Closing prices improvements and much much more

SUMMARY:

  • Traders now sign before Company signers
  • Tag & comments available post-trade
  • Company - Trades grid
    • show Traders on both sides
    • find all trades with status, including cancelled trades 
    • improved filtering and grouping
  • Linked interests shows your role(s) and what will happen if you trade the interests
  • Closing prices, misc improvements in graph and table 

 

POST-TRADE IMPROVEMENTS

E-SIGNING PROCESS CHANGED

Improved trade process so e-signing is now first done by Traders before it is sent to any Company signers:

BENEFIT: Signers are requested to sign only after Traders have signed/approved the Trade.

 

COMPANY - TRADES

  • Added status column and filter
  • Added Trader columns with filters for both sides
  • Improved filter and grouping functionality
  • Rearranged and grouped similar columns
  • Improved Excel export of your trades
  • All trades now also shows Cancelled and cancellation requested trades with filter possibility
  • Improved visualization of Bought vs Sold





TAG & COMMENT

Added post-trade function for setting Tag & comment, also available in Company Trade grid and on each trade. The Company Trades list allows you to filter and group by tags 

Tag post-trade

CONTRACTS & DRAFTS POST-TRADE

Contracts and Drafts handling improved when adding contracts and uploading PDFs to a trade. Shows new drafts and uploads without refreshing so you can see what is happening

 

 

 

OTHER IMPROVEMENTS

 

CLOSING PRICES

A lot of improvements and cleanup on the overview, graph and table views.

  • Fixed navigation and overview
  • Removed empty graphs and legends when that selection returns no data
  • Improved currency selector also for Elcerts
  • Displays single points better

 

LINKED INTERESTS EXPLANATION

Added explanation to linked interests to make it clear what you are buying and selling:


linked interests

if you trade

 

 

MAP

Misc improvements, you can now place an interest directly from the map.

Select the origin you want to explore,

then place a Bid or Ask directly from the sidepanel for that origin.

 

 

 

VIEW ORIGIN IN MAP

Similar you can go to the map from the interest dialog to get an overview of the latest prices and news for that origin

 

ORIGINS DESCRIPTION

We can now add descriptions and links to origins when necessary to inform about changes and issues.