Gain deeper insight into your 605 and downstream broker analysis with our updated NextGen Suite and new, dynamic charting capabilities. Use the rich filter set to build custom visualizations from any data table and download everything for offline presentations. Consistent navigation throughout the various NextGen reports begins with a clear, interactive chart that you can click to view summary and details. Use the “Action Pane” to add audit comments (individually or en masse), view market data, or the lifecycle of an order from any screen. Create and customize your own charts using any data in any of the NextGen tables.
NextGen 605 Suite
New 605 Report Creation & Review
Built to spec, you can now create your 605 and review for accuracy right in the portal. View the summary stats broken out by S&P 500, order size, and order type. View the details of each summary row, further broken out by symbol, lot size flag, order size, and order type. Select any order to add an audit comment or manually exclude it from your 605 (user must be permissioned).
605 Execution Quality
Use the landing page chart to analyze EQ, speed, and price improvement of your 605-eligible orders. Customize your view using filters like 605 order type, symbol, and entry firm. Click directly on the chart to load the summary and details. Select a detail row to add audit comments, look at market data, or view the order lifecycle.
605 Order Categorization
Review your 605-eligible orders by order type, as well as review the orders NOT included in your 605. Filter by “uncovered” to see a chart of the orders that are not 605-eligible and why. This is also where you can review the orders that were manually excluded using the S3 605 exclusion tool mentioned above.
605 Outliers & Order Search
Identify EQ, price improvement, and speed outliers for the data range of your choosing. Copy and paste order IDs from a list or excel spreadsheet (comma or space-separated) to quickly find specific orders and review the order, route, and execution for each.
Downstream Broker Grading
DBG Trends, Comparison, and Best Ex Order Search
View trends, make comparisons, and identify outliers among your downstream brokers using a variety of different stats, such as EQ, PI per order, PI per share, at or better, % shares executed, speed, etc. Click on any chart to drill into the summary and then detail tables, and use the same Actions Pane to audit, view market data, or the order lifecycle.
Copy and paste order IDs from a list or excel spreadsheet (comma or space-separated) to view the order, route, and execution for each. Chart any of the data in any NextGen table for a customized view that you can edit or label to add context. All charts can be downloaded for use in a presentation offline.