> For the complete documentation index, see [llms.txt](https://initiativ.gitbook.io/initiativ/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://initiativ.gitbook.io/initiativ/mm_internal/v0.1-appendices/17-appendix-c-trading-platform-interface-overview.md).

# 17 Appendix C Trading Platform Interface Overview

This appendix provides a high-level overview of the Trading Platform’s key screens and navigation.

## C.1 Onboarding

**Account Creation:** Registration with professional email, password, Terms of Service acceptance.

**Activation Steps:**

* KYC/AML documentation upload
* Trading profile setup (emissions scheme membership: EU ETS 1/2, UKA ETS, CBAM; intended volumes)
* Sandbox environment access for testing

## C.2 Portfolio View (Home Screen)

**Position Summary:** Cash, EUA, and UKA balances (Total/Available/Committed)

**Charts:**

* Market Price Chart: Real-time EUA/UKA prices with timeframe selector (1h to 1y)
* Portfolio Evolution Chart: Historical valuation breakdown

**Yield Section:** Activation prompt (inactive) or allocated amount, APY, gains, performance chart (active)

**Activity Panel:** Recent activity (deposits, withdrawals, trades) or active orders summary with stale order alerts

**Quick Actions:** Deposit and Withdraw buttons

## C.3 Trade Tab (Simple Interface)

**Layout:**

* Instrument selector (EUA/UKA toggle)
* Current price display with intraday change
* Order entry: Buy/Sell, When (NOW/LATER), Quantity, Price (limit orders), Order summary with fees
* Tabs: Place trade, My recent orders, My recent trades
* Educational sidebar with contextual help

## C.4 Trade Pro Screen (Advanced Interface)

**Components:**

* Session Summary Bar (last/max/min price, volume)
* Order Book Panel (live bids/offers with quantities, best bid/offer highlighted)
* Order Entry Panel (order type, buy/sell, amount, price, time-in-force, fees)
* Market Chart (line/candlestick/table views, timeframe selector, volume overlay)
* Order/Trade Management tabs: Active orders, Inactive orders, Trades (blotter) with VWAP summary

## C.5 Trade Scheduler (TAS Orders)

**Interface:** Calendar view with scheduled orders, new trade form (instrument, side, quantity, settlement date, estimated price), execution history

**Management:** Edit/cancel before 17:15 CET activation. See Section 4.4 for complete functionality.

## C.6 Block Clear (OTC Module)

**Broker Interface:** Submit OTC trades (counterparties, side, amount, asset, price), manage pending/executed orders, session status

**Counterparty Interface:** Approve/reject waiting orders, view pending/rejected/executed trades

{% hint style="info" %}
**Note:** Trades execute immediately upon both approvals and are final (Section 4.3).
{% endhint %}

## C.7 Administration Panel

**Tabs:**

* **Overview:** Account status, users, recent changes, pending actions
* **Users & Roles:** Add/remove users, configure roles, market access, sub-limits, operational rights
* **Trading Limits:** Monitor cash/inventory limits with utilization, request adjustments
* **Financial Infrastructure:** Bank accounts, EUA/UKA registry accounts
* **Counterparties:** (Brokers only) Manage OTC authorizations
* **Subscription & Billing:** Current tier, billing info, invoice history
* **Fee & Cost Reporting:** Interactive chart with cost breakdown, CSV export
* **Documents & Compliance:** View/download legal docs, KYC/AML, compliance status

## C.8 Navigation

**Top Bar:** Platform time (CET), cash balance, EUA/UKA inventory, user dropdown

**Sidebar:** Portfolio, Trade, Trade Pro, Trade Scheduler, Block Clear (OTC), Administration