ORE Studio User Manual
The ORE Studio User Manual covers the application from an end-user perspective: how to connect to a backend, manage connections, bootstrap the system, provision tenants and parties, enter trades, and run analytics. A PDF version is available for offline reading.
All documentation is generated entirely by large language models (LLMs) working under human supervision. While every effort has been made to ensure accuracy, LLM-generated content can contain errors, omissions, or descriptions that do not match the actual software behaviour. If you find a discrepancy between these documents and the application, trust the application. Please report inaccuracies via the project issue tracker so they can be corrected.
Chapters
| Chapter | Description |
|---|---|
| Part: Getting Started | |
| 1. Introduction | Overview of ORE Studio's purpose, architecture, and what this manual covers. |
| 2. Connecting to ORE Studio | How to start ORE Studio, connect to a backend service, manage connections, read the status bar, log in and log out. |
| 3. Initial Setup | Conceptual overview of the multi-tenant/multi-party model and step-by-step guide to the provisioning wizards. |
| 4. Provisioning from the Shell | Provision a complete system from the command line: the provision commands, their supporting commands, and scripted provisioning with the ores-shell script library. |
| 5. Acme Corporation | Acme Corporation, ORE Studio's realistic reference/demo entity: the holding-group structure, business units, portfolios, books, and staff, plus provisioning it from the shell or the Qt wizard. |
| Part: Administration | |
| 4. Accounts and Roles | Day-to-day account management: the Accounts window, the detail dialog and its tabs, creating accounts, roles and permissions. |
| 5. Tenants | Tenant types and lifecycle, the Tenants window, and the tenant detail dialog. |
| Part: Reference Data | |
| 6. Reference Data | What reference data is, how it differs from market data and trades, and how OreStudio ensures quality through versioning, provenance, and change management. |
| 7. Currencies | ISO 4217, the Qt UI, rounding types, market tiers, monetary natures, shell and CLI commands. |
| 8. Currency Pairs | Currency pair and currency pair convention management: domain concepts (base/quote, classification, pip factor), the Qt UI, and the relationship between the two entities. |
| 9. Countries | Country management: ISO 3166-1, the Qt UI, history and revert, shell and CLI commands. |
| 10. Business Centres | Business centre management: the FpML standard, holiday calendar identification, the Qt UI, history and revert. |
| 11. Portfolios | Portfolio management: what a portfolio represents relative to a book, the Qt UI, the status and purpose classifications, and history and revert. |
| 12. Books | Book management: what a trading book represents, the Qt UI, the flagged currency picker, the status lifecycle, and history and revert. |
| 13. Parties | Party management: what an internal legal entity represents, legal-entity identification, the party hierarchy and its house-root rule, the Qt UI, identifiers, contact information, and history and revert. |
| 14. Counterparties | Counterparty management: what an external trading partner represents, how its hierarchy differs from a party's, the Qt UI, identifiers, contact information, and history and revert. |