How To Search for a Trade

This article details the number of ways to search for trades within the Kooltra platform.

About Trade Search

Trades can be searched using the global search field in the top-right corner of the Kooltra application. Additionally, there is a dedicated page for trade searches called 'Trade Search' under the Trading tab. On this page, a list of FX trades of all types is displayed, except for trades marked as 'Cancelled'.The trade list can be customized using various filters.

Filter Section

Various filtering criteria are available, including:

  • Counterparty
  • Trade Date
  • Value Date
  • CCY Pair
  • Status

The 'Load' button in the top-right corner of this section applies the selected filter conditions.

Net Values

The net values of all the currencies traded from the trade list below are displayed in this section. The currencies and their respective values update dynamically as the trade list is modified using different filters.

Trade List

The list of trades in this section can be exported in .csv format using the 'More' button.