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Table of Contents


1. Set up Company Profile


2. Bulk upload physical trades, please access Bulk Upload Physical Trades 101

a. Please click on Trade, followed by Physical Trade from the navigation sidebar on the left to enter the physical trade page,


In the Trades>Physical Trades>Trades tab, there are 2 tables, the top table will display all physical trades data, whereas the bottom table will display all trade execution data of the physical trades

In this page, besides bulk uploading your physical trades, you may also click on the + New Trade button to manually input physical trades data or access other functions. Please refer to Managing Physical Tradesto learn more.