Understanding Spread Groups
You are able to create as many Spread Groups as required, with each containing its own rules on how spread should be applied.
The Spread Groups page in Kooltra is used to configure spread rules for client pricing.
You can create as many Spread Groups as needed, each containing its own rules for how spreads should be applied. Counterparties can then be assigned to a specific Spread Group to ensure the associated spread rules are applied to their pricing.
Creating a Spread Group
To access the Spread Group page, navigate to Trading > Spread Groups in the side panel.
To create a Spread Group in Kooltra, click the green Create Spread Group button at the top of the page. Next, define the name of the new spread group and specify what the spreads should apply to:
Execution: Spreads applied to pricing for trade execution.
Rollover/Sweep: Spreads applied during position rollover and sweep processes.
For client pricing, this should always be set to Execution. Once you've completed the setup, click Create.
After creating your spread group, you can add spread rules to it. To learn how to set up spread rules for your spread group, refer to the article: Setting Up Spread Rules.
Assigning Counterparties to a Spread Group
To assign counterparties to a spread group, open the spread group and click ‘Add Counterparties’ at the top of the page:
From the window that launches, select all of the clients in the list that you wish to assign to the Spread Group, and click Save. You can also open this window to review Counterparties that have previously been assigned to the Spread Group.