---
title: Trading & Trade Management | Knowledge Base
description: Kooltra supports FX trade capture and management, including creation, execution, amendments, cancellations, and related documentation.
---

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1. [Knowledge Base](https://help.kooltra.com/knowledge-base)
2. [Trading & Trade Management](https://help.kooltra.com/knowledge-base/trading-trade-management)

# Trading & Trade Management

 Kooltra supports FX trade capture and management, including creation, execution, amendments, cancellations, and related documentation.

## Trade Creation & Management

- [Create a trade manually](https://help.kooltra.com/knowledge-base/create-a-trade-manually)
- [Rollovers and Drawdowns](https://help.kooltra.com/knowledge-base/rollovers-and-drawdowns)
- [Understanding Trading Tickets](https://help.kooltra.com/knowledge-base/understanding-trading-tickets)
- [How To Search for a Trade](https://help.kooltra.com/knowledge-base/how-to-search-for-a-trade)
- [Understanding Products Supported](https://help.kooltra.com/knowledge-base/trading-product-support)
- [Live Trade Execution (Trade on Behalf)](https://help.kooltra.com/knowledge-base/live-execution)
- [How to upload manual rates](https://help.kooltra.com/knowledge-base/how-to-upload-manual-rates)
- [Understanding Trade Amendments & Cancellations](https://help.kooltra.com/knowledge-base/understanding-trade-amendments-cancellations)
- [How to Create Single Currency Trades](https://help.kooltra.com/knowledge-base/how-to-create-a-1-1-trade)

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## Spread Groups

- [Understanding Spread Groups](https://help.kooltra.com/knowledge-base/understanding-spread-groups)
- [Setting Up Spread Rules](https://help.kooltra.com/knowledge-base/setting-up-spread-rules)

## Trade Blotters

- [Understading Trade Blotters](https://help.kooltra.com/knowledge-base/understading-trade-blotters)
- [Using The Daily Position Blotter](https://help.kooltra.com/knowledge-base/daily-position-blotter)
- [Using the FX Trade Blotter](https://help.kooltra.com/knowledge-base/using-the-fx-trade-blotter)
- [Using the Maturity Blotter](https://help.kooltra.com/knowledge-base/using-the-maturity-blotter)
- [Using The Margin Monitor](https://help.kooltra.com/knowledge-base/using-the-margin-monitor)
- [Using The Net Position Blotter](https://help.kooltra.com/knowledge-base/using-the-client-position-blotter)

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## Trade Matching

- [Trade Matching](https://help.kooltra.com/knowledge-base/trade-matching)

## Order Creation & Management

- [New FX Order](https://help.kooltra.com/knowledge-base/new-fx-order)

- [Getting started](https://help.kooltra.com/knowledge-base/getting-started#main-content)

    - [Kooltra Access](https://help.kooltra.com/knowledge-base/getting-started#kooltra-access)
    - [Knowledge Resources](https://help.kooltra.com/knowledge-base/getting-started#knowledge-resources)
    - [Entity Setup](https://help.kooltra.com/knowledge-base/getting-started#entity-setup)
- [Client Journey at a Glance](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance#main-content)

    - [Onboarding and Client Setup](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance#onboarding-and-client-setup)
    - [Trading and Settlements](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance#trading-and-settlements)
- [Counterparty Management](https://help.kooltra.com/knowledge-base/counterparty-management#main-content)

    - [Counterparty Setup & Management](https://help.kooltra.com/knowledge-base/counterparty-management#counterparty-setup-management)
    - [Counterparty Overview](https://help.kooltra.com/knowledge-base/counterparty-management#counterparty-overview)
    - [Beneficiaries](https://help.kooltra.com/knowledge-base/counterparty-management#beneficiaries)
    - [Data Importing](https://help.kooltra.com/knowledge-base/counterparty-management#data-importing)
- [Trading & Trade Management](https://help.kooltra.com/knowledge-base/trading-trade-management#main-content)

    - [Trade Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management#trade-creation-management)
    - [Spread Groups](https://help.kooltra.com/knowledge-base/trading-trade-management#spread-groups)
    - [Trade Blotters](https://help.kooltra.com/knowledge-base/trading-trade-management#trade-blotters)
    - [Trade Matching](https://help.kooltra.com/knowledge-base/trading-trade-management#trade-matching)
    - [Order Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management#order-creation-management)
- [Cash Management](https://help.kooltra.com/knowledge-base/cash-management#main-content)

    - [Cashflows & Adjustments](https://help.kooltra.com/knowledge-base/cash-management#cashflows-adjustments)
    - [Account Balances](https://help.kooltra.com/knowledge-base/cash-management#account-balances)
    - [Settlements](https://help.kooltra.com/knowledge-base/cash-management#settlements)
    - [Reconciliation](https://help.kooltra.com/knowledge-base/cash-management#reconciliation)
- [Reporting](https://help.kooltra.com/knowledge-base/reporting#main-content)

    - [Custom Reports](https://help.kooltra.com/knowledge-base/reporting#custom-reports)
    - [Confirmations & Documentation](https://help.kooltra.com/knowledge-base/reporting#confirmations-documentation)
- [Compliance](https://help.kooltra.com/knowledge-base/compliance#main-content)

    - [Regulatory Reporting](https://help.kooltra.com/knowledge-base/compliance#regulatory-reporting)
    - [Client Onboarding & KYC](https://help.kooltra.com/knowledge-base/compliance#client-onboarding-kyc)
    - [Transaction Risk Monitoring](https://help.kooltra.com/knowledge-base/compliance#transaction-risk-monitoring)
- [Risk Management](https://help.kooltra.com/knowledge-base/risk-management#main-content)

    - [Client Margin](https://help.kooltra.com/knowledge-base/risk-management#client-margin)
    - [Trading Limits](https://help.kooltra.com/knowledge-base/risk-management#trading-limits)
    - [Credit Engine](https://help.kooltra.com/knowledge-base/risk-management#credit-engine)
- [Payments Portal](https://help.kooltra.com/knowledge-base/payments-portal#main-content)

    - [Trading & Cash Management](https://help.kooltra.com/knowledge-base/payments-portal#trading-cash-management)
    - [Beneficiaries](https://help.kooltra.com/knowledge-base/payments-portal#beneficiaries)
    - [Dealer Intervention](https://help.kooltra.com/knowledge-base/payments-portal#dealer-intervention)
    - [Blotters & Reports](https://help.kooltra.com/knowledge-base/payments-portal#blotters-reports)

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