Filtering orders in the Rebalance dashboard

The Include orders dropdown in the Rebalance dashboard allows you to control which open orders LUSID includes in your dashboard. You can select:

• A default filter, including:

  • All orders

  • Allocated orders

  • No orders

• A custom filter that you configure yourself

To configure a custom filter for orders:

1. Navigate to System Settings > Configuration Store, and go to the Shared keys tab.

2. Click the Add configuration set button.
   

3. Specify the following:

   • Scope: SystemDefaults

   • Code: RebalanceFilters

   • An item containing the following:

     • A Key that’s unique within the config set.

     • A JSON Value containing the following:

       • A name to identify the filter in the Rebalance dashboard.

       • An array of one or more filters, each containing:

         • A left value containing the order property you want to filter on

         • An operator; see supported operators

         • A right value for use by the operator

       For example, to create a filter that displays orders for a particular portfolio manager and trading venue, you might specify the following JSON:

       {
         "name": "JaneSmith-NYSE",
         "filters": [
           {
             "left": "Order/Finbourne-Examples/PortfolioManager",
             "operator": "Equals",
             "right": "Jane Smith"
           },
           {
             "left": "Order/Finbourne-Examples/Exchange",
             "operator": "Equals",
             "right": "NYSE"
           }
         ]
       }