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OtterBlotter: Instructions to Run
How to Use OtterBlotter Once OtterBlotter has been installed and configured for your firm, it can be run every day with the following steps: Step 1: Download Trade Blotter from your Custodian The following instructions detail how this can be ...
OtterBlotter: User Preferences / Standard Mode Configuration
When running in Standard Mode, OtterBlotter allows the user to configure the following preferences which are visible on the Control tab: Max Fee Schedule: There are Rules that detect if commissions are excessive, and they look to the Max Fee schedule ...
OtterBlotter: Configuration in Advanced Mode
The following instructions are intended for advanced users, who wish to modify the Configuration or Rules themselves. This configuration is done on the Control, Schema, and Rules tabs. OtterBlotter must be switched to Advanced Mode using the menu to ...