---
title: "How do I create an order?"
slug: "how-do-i-create-an-order"
updated: 2026-02-12T16:25:10Z
published: 2026-02-12T16:25:10Z
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 in the Order Blotter](/v1/docs/how-do-i-create-an-order#creating-orders-in-the-order-blotter)
- [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)
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)
  - [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)
6. Use the **Generate orders** pop-up screen to:
  1. Check your orders, including breaches and warnings, and make any adjustments. You must check the box to approve any outstanding breaches and warnings.
  2. Check the **Block all relevant** box if you wish to group your matching orders into blocks.
  3. Check the box if you wish to **Perform Pre-trade Compliance check**. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(600).png)
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)

> [!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 create one order at a time using the Order Blotter. To do so:

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)
3. Click **Create order**. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(603).png)
4. Follow the instructions on the **Create order** screen. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(604).png)
5. Click **Create** to generate your order.

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)