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Status Planned
Category User Experience
Created by Lauren McKeen
Created on Oct 20, 2025

RELATED IDEAS

Trade Blotter Enhancements

Enhancements – Trade Details Screen

  • Use collapsible sections (e.g., “Advanced Fields”, “Loan Details”) to reduce scrolling.

  • Apply consistent alignment and spacing, especially for mixed dropdown/input rows.

  • Enable keyboard navigation across fields for faster entry (optimized tab order).

  • Display real-time validation messages (e.g., mismatched currency vs. broker).

  • Surface trade-level warnings (e.g., missing counterparty, invalid date range) in a top banner.

  • Add the ability to create and manage Draft Trades before submission

  • Include an audit trail to track trade modifications over time.

  • Add clear focus indicators for active fields to support rapid data entry.

Enhancements – Allocation Grid

  • Fix scaling issues for long fund lists.

  • Add the ability for users to add or remove funds directly in the allocation grid.

  • Make the allocation header sticky during scroll for better context retention.

  • Right-align numeric columns (e.g., _Position Cost_, _NAV_, _Final NAV %_) for readability.

  • Add an expand/collapse toggle to hide inactive or zero-amount funds.

  • Implement virtual scrolling to improve performance with large allocation lists.

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