Orbita Notes

Filters: Enhancing Search and Navigation on the Orbita Notes Trading Platform

The Filters feature on the Orbita Notes Trading Platform provides users with powerful tools to search, sort, and refine data for efficient portfolio and transaction management. With customized filters for trades, transactions, and portfolio activities, users can quickly locate relevant information, monitor specific activities, and analyze key metrics. These tools are designed to save time, improve decision-making, and enhance the user experience by offering focused insights from large datasets.

1. Transaction and Trade Filters

The platform allows users to filter transactions and trades based on specific parameters, providing detailed views of executed, pending, or canceled activities.

  • Date Range Filter:
    Select a specific period to view transactions or trades within a chosen timeframe.
  • Status Filter:
    Sort activities by their current status, such as pending, completed, failed, or canceled.
  • Order Type Filter:
    Narrow down results by filtering based on market orders, limit orders, stop-loss orders, or conditional trades.

2. Portfolio Management Filters

The portfolio filters offer detailed insights into holdings, balances, and asset allocation, helping users monitor and optimize their portfolios.

  • Asset Type Filter:
    View specific types of assets, such as Orbita Notes, cash, or Central Ura, within the portfolio.
  • Performance Filter:
    Filter assets based on performance metrics, such as profit/loss ratios or yield.
  • Allocation Percentage Filter:
    Identify assets or asset classes exceeding or falling short of predefined allocation limits.

3. Market Data Filters

These filters enhance access to relevant market data, helping users monitor specific instruments and trends.

  • Price Range Filter:
    Search for assets or notes trading within a specific price range.
  • Market Depth Filter:
    Focus on buy/sell orders within a certain volume threshold to assess liquidity.
  • Historical Data Filter:
    Retrieve past performance metrics within a selected timeframe for analysis.

4. Compliance and Reporting Filters

The platform provides compliance tools with filters to simplify audits and regulatory reporting.

  • Compliance Status Filter:
    Identify activities or assets that meet or need compliance attention.
  • Audit-Ready Data Filter:
    Generate reports by filtering transactions and trades that align with specific compliance requirements.
  • Report Type Filter:
    Choose from financial, governance, or operational reports for detailed analysis.

5. Cross-Platform Data Filters

The integration of the Orbita Notes Trading Platform with third-party platforms ensures seamless data management, with filters to focus on cross-platform activities.

  • Platform Source Filter:
    View transactions originating from platforms such as Stellarterm or the Central Ura-based stock exchange.
  • Synchronization Status Filter:
    Identify data that is synchronized or pending updates from external platforms.
  • Activity Type Filter:
    Filter cross-platform activities by deposits, withdrawals, or trades.

6. Alerts and Notification Filters

Manage the alerts and notifications system by setting filters to receive only the most relevant updates.

  • Alert Type Filter:
    Focus on price alerts, trade execution notifications, or portfolio changes.
  • Urgency Filter:
    Prioritize high-priority alerts for immediate attention.
  • Time-Based Filter:
    Receive alerts only during specified trading hours or market sessions.

7. User-Friendly Navigation with Custom Filters

The platform allows users to create and save custom filters tailored to their specific needs, streamlining the user experience.

  • Saved Filters:
    Store frequently used filter settings for quick access in future sessions.
  • Customizable Dashboards:
    Integrate filters directly into dashboards to monitor key metrics in real-time.
  • Mobile Accessibility:
    Apply filters on the go with full functionality on mobile devices.
  • Conclusion
The Filters feature on the Orbita Notes Trading Platform empowers users to navigate large datasets efficiently and extract relevant insights. Whether managing transactions, monitoring portfolio performance, or ensuring compliance, these filters provide precise control over data analysis. By streamlining searches, sorting relevant activities, and offering custom filter options, the platform enhances decision-making and improves the overall trading experience. With seamless integration across devices and platforms, users can stay informed and in control, whether monitoring real-time trades or analyzing historical performance data.
Scroll to Top