From within SDX Commodities & Energy you can access TradeView. You do this by clicking the My Trades tab in the left-hand toolbar.
Any user who is registered for SDX Commodities & Energy (and who has not also manually registered for TradeView) is automatically registered for TradeView.
During the automatic registration process, the system:
Creates a default book for you, called My Book.
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You cannot change the name of this book, or add extra books for your user. |
Sets your default book currency and your home currency to USD.
Gives you access to default counterparties, Bank A, Corporation C, and Fund B.
Once you have been registered for TradeView, the next time you access SDX Commodities & Energy you will be able to:
Save supported trades from the pricer.
You do this by clicking the Deal Capture button and then in the Deal Capture window clicking the Save button.
You can save up to 100 trades in each asset class for which you are registered. By default, your trades are automatically saved into your default book, called My Book.
See the My Trades tab on the left-hand side of the window.
Access the relevant cross-asset product by clicking the My Trades tab.
You will then be able to:
Access the Books Tree page.
From this page you can load books or portfolios into the Blotter, into the relevant Pricer’s Portfolio page or Risk Matrix.
See your trades in the Blotter.
In the Blotter you can access the Pricing Details area and the Specifics tab.
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You cannot access the Greeks tab. For more information on this feature and how you can access it, contact [email protected]. |
TradeView is SD's multi-asset, Web-based derivatives' system which is available for risk management, reporting and compliance. It is intended for:
Corporate treasuries. It is a one-stop solution which lets corporate treasuries assess and manage (using derivatives) all business and financial exposures impacted by changes in interest rates, energy and commodity prices and currency exchange rates, while ensuring full compliance to accounting regulations.
It automatically enforces accounting regulations governing derivatives, and allows for a 1-click generation of all required accounting products.
Hedge funds and asset managers. It lets them plan investment strategy, optimize performance and manage the risk of their derivatives' portfolios across all assets and markets, while ensuring full regulatory compliance with the various existing and emerging standards and regulations.
It does so by providing the most sophisticated strategy planning & analysis and risk management tools.
Banks. Whereas makeshift processes prevent businesses from having the front office capabilities to trade advanced products, or from focusing on their core competencies, SD-Banks enables institutions to easily establish or scale up their derivatives business by offering advanced decision support, booking and risk tools, unparalleled time to market and low total cost of ownership compared to the alternatives.
It includes the following functionality:
Deal capture (or booking) from all the pricing & analytics applications.
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Currently only single asset options are supported. |
Post-trade full life-cycle management of portfolios.
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Currently only single asset portfolios can be managed, but in the future mixed-asset portfolios will be supported. |
Ability to load group of options back into the pricing & analytics applications.
Effective hedging of all market exposures
A rich variety of reports which can be run on multi-asset portfolios. The reports currently include:
P/L report
Exposure report
Asset & cash flow report
Hedging effectiveness report
Expiration report
It is fully integrated with and accessed via the SD pricing & analytics applications, that is, SDX Foreign Exchange, SDX Interest Rates, SDX Commodities & Energy, SDX Equities and SDX Credit.