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Sterling OMS Admin Console

Explore the step-by-step resources for the settings and custom configurations in the Sterling Order Management System.

Opening Positions

To view/edit the day’s Opening Position for any symbol held in an account:

  1. Selecting Windows/Account/Opening Positions from the OMS Admin Console menu opens the Opening Positions window (shown below), where you can view/edit the opening position for all symbols held in all accounts.
  2. Scroll through the list of accounts to locate an account and symbol combination. Double-click on a line item. The current opening position for the selected account/symbol is displayed, as shown below.
    Field Name Description
    Acct Account Number (not editable).
    Group ID Name of the Group (not editable).
    Symbol The root product symbol selected (not editable).
    Instrument The instrument type (not editable).
    Values: Equities, Options.
    Price The prior day’s closing price for the specified symbol/instrument.
    Position The day’s opening position for the specified symbol/instrument.
  3. When finished editing the settings click OK to save your changes.

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Ok