Eclipse Trading Series: Trade Tools
Executing trades in Eclipse isn’t just about placing orders — it’s about using the right tools for the right scenario.
In Part 4 of Orion’s Eclipse Trading Series, Jake Apke, Trading Training Consultant at Orion, walks through the full suite of Eclipse trade tools and how advisors and trading teams can use them to efficiently create, manage, and scale trading workflows.
This session covers the trade creation process from start to finish, including how to generate orders, when to use different trade tools, and how to apply trading logic across accounts and portfolios.
From one-off trades to portfolio-level rebalancing, this session helps you understand how to move from manual execution to scalable trading workflows.
👉 Want the full walkthrough — including global trades, cash management tools, tax loss harvesting, and rebalancing workflows?
Register here to unlock the complete free, on-demand session:
https://oriontechcrosssell.wistia.com...
Key Takeaways
-How the Eclipse trading process works from trade creation through execution
-When to use different trade tools based on trading scenarios
-How the Quick Trade tool supports simple orders and bulk order imports
-How to validate trades to avoid cash issues, restrictions, or trade errors
-When and how to use the Liquidate tool to move accounts fully to cash
-How Trade to Target works for adjusting individual positions outside of model updates
-How to document trades using instance notes for compliance and audit purposes
-How account-level vs. portfolio-level trading impacts which tools you can use
What You’ll Learn
-How to create trades efficiently in Eclipse
-How to choose the right tool for different trading needs
-How to troubleshoot and validate trades before execution
-How to manage one-off trades vs. model-driven trading
-How to structure your workflow for scalable trade creation
Who This Is For
-Financial advisors using Eclipse for trading
-Trading and operations teams managing portfolio execution
-Firm administrators overseeing trading workflows
-Teams looking to improve efficiency and reduce manual trading processes
-Orion users preparing to implement more advanced trading strategies
Series Overview
This is Part 4 of Orion’s 6-part Eclipse Trading Series, focused on trade tools and trade creation.
Next Step
This preview covers the core trade tools — but the real value comes from learning how to scale trading across portfolios.
👉 Register now to access the full session and see:
-Global trades (position swaps)
-Cash management tools (raise/spend cash, cash needs)
-Tax loss harvesting workflows
-Rebalancing strategies and automation
https://oriontechcrosssell.wistia.com...
Topics Covered
Eclipse trade tools, Orion Eclipse trading, portfolio trading workflows, financial advisor trading technology, trade creation, portfolio rebalancing, tax loss harvesting, cash management, global trades, trade validation, trading automation