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Dealing Operations

This page allows brokers to schedule and manage tasks related to dividend accruals, swap adjustments, and symbol rollovers. It provides a visual calendar view, offering a clear overview of scheduled and canceled operations.

Key Features:​

  • Calendar View: Easily track scheduled operations by date.
  • Task Filters: View swaps, dividends, or all operations in the calendar.
  • Task Details: Click on any scheduled task to see its details.

Scheduling a Task​

To schedule a new task, click one of the action buttons located near the thumbnail calendar.

Calendar Navigation:​

  • Dots next to a date indicate scheduled tasks.
  • Click on a date to view all tasks for that day in the right panel.
  • Click on a task to open its detailed view.

Select the Operation Type​

Choose the type of operation you wish to perform: