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The Counterparties tool is used to store predefined counterparty information to autopopulate trade tickets. 

Overview:

Resources:


How Counterparties Work

A "Counterparty" is a predefined collection of attributes used to describe a counterparty FIX OES session in trade reporting. 

Counterparty Properties 

  • FIX Session
  • Alias
  • Organization

Counterparty Storage

The counterparty information is saved locally on the workstation running the application in the specified application home directory/USERNAME/counterparty-manager.xml

Visibility

The Counterparties window can be opened from the Window > Counterparties option by pressing Ctrl + Shift + C.



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