Week 6: Period End and Trading

This week focuses on preparing for quarter end, plus optional trading functionality for those who intend to use the TOM interface in Orion for portfolio management.

Click here for Orion's training series on period end.
Click here for the XYIS workflow on period end.
Click here for the trading series (not for Eclipse or ASTRO users).

NOTE: if you intend to use Eclipse, then this trading series is not for you.

Last updated on September 6, 2023