Eclipse Trading Series: Creating Security Sets and Building Models
In Part 3 of Orion’s Eclipse Trading Series, Jake Apke, Trading Training Consultant at Orion, walks through how to create security sets and build models inside Eclipse.
This session explains how security sets act as the building blocks of Eclipse models, how models define broader investment strategies, and how firms can structure simple or complex models based on their trading, reporting, and portfolio management needs. It also covers related concepts including sleeves, restricted plans, Pontera integration, and the Orion Investment Portal.
Whether your firm builds its own models, uses strategist models, manages household-level trading, or incorporates restricted plan assets such as 401(k) accounts, this session helps explain how Eclipse model construction works and how to think through the setup before trading.
Want the full session? Register here to access the complete free, on-demand training:
https://oriontechcrosssell.wistia.com...
Key takeaways:
-How security sets function as the building blocks of Eclipse models
-The difference between simple models and complex, multi-level models
-How model nodes, sub-models, levels, branches, and buckets work in Eclipse
-How sleeves differ from sub-models in Orion and Eclipse
-When firms may use restricted plans for 401(k)-style accounts or other limited investment menus
-How Pontera integration can help bring restricted plan information into Eclipse
-How the Orion Investment Portal provides access to prebuilt strategist models
-Why model planning should happen before security set creation
-How dynamic and static security sets affect model behavior over time
-How tolerances, equivalents, group equivalents, alternatives, and security preferences influence trading logic
What you’ll learn:
-How to plan security sets based on your firm’s model structure
-How to think through simple vs. complex model construction
-How to use security sets across multiple models for more efficient updates
-How Eclipse handles equivalents and alternatives for securities
-How restricted plans can be incorporated into single-account or household-level trading
-How model assignments and model changes can connect back to Orion Connect
Who should watch:
-Financial advisors using Eclipse
-Trading teams responsible for model construction and portfolio rebalancing
-Operations teams supporting account setup and trading workflows
-Firm administrators managing Eclipse strategy setup
-Teams using Orion Investment Portal, Pontera, restricted plans, or household trading workflows
This is Part 3 of Orion’s 6-part Eclipse Trading Series.
Register for the full free, on-demand session:
https://oriontechcrosssell.wistia.com...
Topics covered: Eclipse security sets, Eclipse models, Orion Eclipse trading, Orion Connect, model building, portfolio trading workflows, restricted plans, Pontera integration, Orion Investment Portal, strategist models, household trading, sleeves, equivalents, group equivalents, model tolerances, financial advisor trading technology.