Kooltra offers various blotters to help you monitor trading activity, with options for customization to meet your specific needs.
Kooltra provides a number of trade blotters to help you keep up-to-date with your trading activity which can be accessed via FX Blotters in the navigation panel on the left of the screen.
This section provides an overview of the blotters available. In addition, you are able to create your own blotters in Salesforce using the Custom Reports feature. For more information on creating custom reports, refer to the article: How Do I Build Custom Reports?
- Daily Position Blotter: Shows the position of all trades with the value date specified in the Date filter.
- FX Trade Blotter: Provides details of all FX trades executed in the system on a line-by-line basis.
- Margin Monitor: Allows users to review risk and margin information associated with each counterparty.
- Maturity Blotter: Displays the aggregate position of all currencies by value date.
- Net Position Blotter: Primarily used by trading and treasury teams to observe the overall positions for various currency pairs on a given value date.