Multi-Terminal
BenchMark Finance developed a Multi-Terminal, an additional module to the professional platform BenchMark BG Trader. The module provides the opportunity to add and manage unlimited number of portfolios for trading on the BSE-Sofia. It is developed for portfolio managers, as well as for investors, managing more than one account.
The module overbuilds the functionality of BenchMark BG Trader by introducing new filters in the screens “Portfolio”, “Active orders” and “Reports” that allow search by number of portfolio and issue. To ease the users in the screen "Portfolio" is included a summarized information for the presence of securities in all included accounts.
The main advantages of the Multi-Terminal are:
access to the whole information for managed portfolios in one platform; distribution of the number of shares, when buying or selling, between the portfolios by previously set criteria: equally, equal orders, individually, maximum available; modifying a group of orders;.png)
tracking all active orders on one screen; report for orders and transactions by portfolios.To install the Multi-Terminal you need to:
1. Install the certificates of the portfolios that you want to add for management on your computer.
2. Start the platform BenchMark BG Trader with your username and password.
3. Add from menu File => Multi-Terminal, accounts for management by entering the corresponding usernames and password.
Next time you start the platform an automatic check will be performed for the presence of the certificates of the added portfolios.
Caution:
The access to porfolios, already added for management, is possible only through the Multi-Terminal, to which the account is currently added.
To erase portfolio from Multi-Terminal module open menu File => Multi-Terminal and then choose the account number for deletion and press “Erase”.
