Manual Entry of Allocations

For ease of use, create your allocations in the All Exceptions view, as this is the only view that displays blocks with a MACH status.

To create an allocation for manual entry:

  1. Select the block that the allocation is part of, and then select Create Trade → Create Allocation.
  2. From there, select a custom template from Custom Templates or select an asset class type from Standard Template (see below).

The UI displays the template for allocation manual entry with the block information highlighted at the top of the screen (see below).

If you chose a custom template, but decide that you want to use a different template, select the one that you want from the list of options in the top right drop-down list in the Custom Template screen (see below).