--- title: "How do I create an order?" slug: "how-do-i-create-an-order" updated: 2026-09-25T14:21:55Z published: 2026-09-25T14:21:55Z canonical: "support.lusid.com/how-do-i-create-an-order" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.lusid.com/llms.txt > Use this file to discover all available pages before exploring further. # How do I create an order? You can record the details of a request to make a new trade by creating an order for one or more instruments. There are several ways to create an order in LUSID: - Using the LUSID web app: - [Generating orders in the Rebalance dashboard](/v1/docs/how-do-i-create-an-order#generating-orders-in-the-rebalance-dashboard) - [Creating orders for a single portfolio in the Order Blotter](/v1/docs/how-do-i-create-an-order#creating-orders-in-the-order-blotter) - [Creating orders for multiple portfolios in the Order Blotter](/v1/docs/how-do-i-create-an-order#orders-for-multiple-portfolios) - [Using the LUSID REST API](https://www.lusid.com/docs/api/lusid/endpoints/orders/UpsertOrders) ## Generating orders in the Rebalance dashboard You can generate one or more orders at a time using the Rebalance dashboard in the LUSID web app. To do so: 1. Sign in to the [LUSID web app](https://www.lusid.com/app/home). 2. Navigate to **Portfolio Management > Rebalance** via the top left menu. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(762).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) 3. Select a **Portfolio / Group** to rebalance, and either: - A [portfolio valuation **Recipe**](/v1/docs/what-is-a-recipe) - A [**Portfolio mapping**](/v1/docs/what-are-portfolio-mappings) 4. Enter or generate target values for instruments in your preferred way, such as: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(598).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) - [Using the control panel](/v1/docs/configuring-rebalancing-use-cases-in-the-rebalance-dashboard) to rebalance to your portfolio mappings or models, spend cash across selected instruments, or achieve various other tasks - Entering targets manually, for example [targeting analytic values](/v1/docs/how-do-i-target-analytic-values-in-the-rebalance-dashboard) - [Importing targets from a CSV file](/v1/docs/importing-rebalance-targets-from-a-csv-file) - [Using your own rebalance algorithms](/v1/docs/defining-portfolio-rebalancing-algorithms) 5. Click **Generate orders**. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(599).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) 6. Use the **Generate orders** pop-up screen to: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-LP6S0BLT.png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) 1. Use the **Generate Order Using** dropdown to choose whether LUSID sizes each order by: - **Quantity:** You specify, or LUSID calculates, a number of units to trade. - **Value:** You specify, or LUSID calculates, an amount of cash to trade. LUSID converts this to a unit quantity once a price is available. - **Quantity or Value:** You tick **Order Quantity** or **Order Exposure** for each instrument, so a single batch of orders can mix value-based and quantity-based instruments. 2. Check your orders, including breaches and warnings, and make any adjustments. You must check the box to approve any outstanding breaches and warnings. 3. Tick the **Block all relevant** box if you wish to group your matching orders into blocks. 4. If you have configured an **Order cut time** for your domain, you can use the date picker to set an order date; [see Appendix A](/v1/docs/how-do-i-create-an-order#appendix-a-configuring-an-order-cut-time). 5. Tick the box if you wish to **Perform pre-trade compliance check**. 7. Click **Create** to generate your orders. If you choose to run a pre-trade compliance check on your orders, LUSID displays the results immediately: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(602).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) > [!NOTE] > Note > > It’s possible to grant privileged users the ability to override compliance failures on orders. [See how.](/v1/docs/how-do-i-override-a-pre-trade-compliance-check-for-an-order) Once generated, you can manage your orders using the [Order Blotter](/v1/docs/how-do-i-block-orders) dashboard. ## Creating orders in the Order Blotter Currently, you can use the Order Blotter to: - [Create one order for a portfolio at a time](/v1/docs/how-do-i-create-an-order#orders-for-a-single-portfolio) - [Create an order for one instrument across multiple portfolios](/v1/docs/how-do-i-create-an-order#orders-for-multiple-portfolios) ### Orders for a single portfolio 1. Sign in to the [LUSID web app](https://www.lusid.com/app/home). 2. Using the top left menu, navigate to **Portfolio Management > Order Blotter**. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(763).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) 3. Click **Create order**. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(603).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) 4. Select **Single portfolio**. 5. Follow the instructions on the **Create order** screen. Note that to specify an **Order date** you must first configure an **Order cut time**; [see Appendix A](/v1/docs/how-do-i-create-an-order#appendix-a-configuring-an-order-cut-time). ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-WYOKO7HF.png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) 6. Click **Create** to generate your order. ### Orders for multiple portfolios 1. Sign in to the [LUSID web app](https://www.lusid.com/app/home). 2. Using the top left menu, navigate to **Portfolio Management > Order Blotter**. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(763).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) 3. Click **Create order**. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(603).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) 4. Select **Multi-portfolio** and specify the following: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-7A1U7ZG2.png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) - **Instrument**: Choose the instrument you want to create an order for; [read more on setting trading conventions and lot sizes](/v1/docs/trading-conventions) - **Portfolio/group**: Select one or more portfolios/groups you want to include in your order calculations - **Recipe**: The recipe to apply to your **Calculation & preview** grid - **Portfolio market value**: Choose whether LUSID should calculate the portfolio market value or retrieve the value from a portfolio property - **Order date**: The effectiveAt date for your order; [only available if an **Order cut time** is configured in your LUSID domain](/v1/docs/how-do-i-create-an-order#appendix-a-configuring-an-order-cut-time) - **Price**: If a quote is not available in the LUSID [quote store](/v1/docs/retrieving-data-from-the-quote-store), set an example price for use in the **Calculation & preview** grid - **Calculation methodology**: Choose how LUSID calculates order quantities for the selected portfolios; [see Appendix B for more details](/v1/docs/how-do-i-create-an-order#appendix-b-calculation-methodology) 5. Use the **Calculation & preview** grid to make adjustments to your orders such as the **Time in force** and **Type**. 6. Click **Create** to generate your orders as displayed in the grid. Once generated, you can: - Monitor and update your order; [see how](/v1/docs/using-the-order-blotter). - Run a compliance check; [see how](/v1/docs/how-do-i-perform-a-pre-trade-compliance-run-and-view-the-results). - Block your orders together, ready for placement; [see how](/v1/docs/how-do-i-block-orders). ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(605).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) ## Appendix A: Configuring an order cut time By default, LUSID creates orders that are effectiveAt the current date and time. To select a different order date, you must first configure an **Order cut time** for your domain: 1. Navigate to **System Settings > Default Settings > Order Management**. 2. Select a cut label from the **Order cut time** dropdown. [Read more about cut labels in LUSID.](/v1/docs/what-is-a-cut-label) ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-EJEV7SYX.png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) Note that future orders are only included in portfolio valuations after that date arrives. ## Appendix B: Calculation methodology Each calculation methodology determines how LUSID works out the order quantity for each portfolio. Note that selecting a methodology changes the parameters shown above the **Calculation & preview** grid. ### Manual entry You set the order quantity or order value for each portfolio directly in the grid. LUSID doesn't calculate anything for you; it retrieves each portfolio's current position and market value so you can make an informed decision, then calculates the resulting values as you type. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-NC9MKTD7.png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) ### Target weight You set a target weight for the instrument, or for a property on the instrument, and LUSID calculates the order quantity needed to reach that target in each portfolio. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-7OHMMW5B.png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) ### Pro rata You set a total quantity or exposure to allocate across the selected portfolios, and LUSID distributes it in proportion to each portfolio's existing exposure. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-PVCMRRII.png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) ### Align exposures You set a total quantity to allocate across the selected portfolios, and LUSID distributes it so that exposure is brought to the same weight across all of them. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-NMGR4RIX.png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) ### Hedge exposures You select a hedge instrument and define the exposure you want to hedge, along with how much of it to cover. This methodology is intended for cases where the hedge instrument differs from the exposure being hedged, for example hedging sector exposure using a futures contract. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-ZL8KFPWK.png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) ### Close position LUSID calculates the order quantity needed to bring the current position in the selected instrument down to zero in each portfolio. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-D8YXQR6K.png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A49%3A58Z&se=2026-11-09T06%3A49%3A58Z&sr=c&sp=r&sig=z1PqrpIwzecYcZGCOD%2FfoilMLa0abfEwTa9ii4mQknI%3D) A recipe is a hierarchical, modular set of rules that govern numerous LUSID operations. A recipe configures conditional pricing models, aggregation, where to source market data from, fallback rules, and much more. If suitable data fields do not exist for an entity, you can store extra information by adding any number of properties to it. For bitemporal data, the **effectiveAt** timestamp reflects the point in time at which a data item becomes valid in LUSID from a business perspective. You can specify the field when you make a read or update request to LUSID, indicating that you want to retrieve or update data that is effective at the specified date. Market data representing a single value at a single point in time, for example a market price for Apple or a USD/GBP spot rate, uploaded to the Quote Store in order to perform a valuation.