Automatic Futures Allocation to a Position

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The Futures tile contains a feature that will automatically allocate Futures to a default Position.

 

First, a default Position needs to be set up on the future instrument. This can only be done if you have permission to edit Master data.

Select the Configuration tile under the Settings tab on the Home screen.
Select the Futures instruments tile under the Risk tab.

 

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Select an item from the list and select the Edit command line button.
Select a Position from the drop-down list.

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Save the updated instrument.

 

This sets up the future instrument with a default Position to which Futures will be automatically assigned.