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

RELATED IDEAS

Order Blotter Enhancements

  • Add column filters (text or dropdown) under each header for quick filtering.

  • Implement advanced multi-parameter filtering (Instrument, Broker, Side, Date Range, Status).

  • Allow users to save custom filter presets for personalized blotter views.

  • Enable full-text search across trade attributes (e.g., Instrument Name, CUSIP, Broker).

  • Include keyboard shortcuts for common actions (e.g., `A` = Add Trade, `E` = Edit, `Ctrl+F` = Filter).

  • Add contextual right-click menus for trade actions (Edit, Copy, Amend, View Audit Trail).

  • Introduce a trade timeline or audit trail popover showing status changes and timestamps.

  • Provide real-time refresh indicators (e.g., “Last updated 5s ago”) for live blotters.

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