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

  • Creating orders in the Order Blotter

• Using the LUSID REST API

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.

2. Navigate to Dashboards > Rebalance via the top left menu.

3. Select a Portfolio / Group to rebalance, and either:

   • A portfolio valuation Recipe

   • A Portfolio mapping

4. Enter or generate target values for instruments in your preferred way, such as:

   • Using the control panel 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

   • Importing targets from a CSV file

   • Using your own rebalance algorithms

   

5. Click Generate orders.
   

6. Use the Generate orders pop-up screen to check and make any adjustments to your orders.
   

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:

Once generated, you can manage your orders using the Order Blotter 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.

2. Using the top left menu, navigate to Dashboards > Order Blotter.

3. Click Create order.
   

4. Follow the instructions on the Create order screen.
   

5. Click Create to generate your order.

Once generated, you can:

• Monitor and update your order; see how.

• Run a compliance check; see how.

• Add your order to a block, ready for placement; see how.