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Trade Execution

Securities trade execution with best execution monitoring

Complexity: Moderate | Duration: 5-15m | Category: Industry/Financial Services

Tags: trading execution securities investment

Workflow Diagram​

Steps​

Step 1: Receive order​

Agent: trading

analyst - Capture trade details

Step 2: Validate order​

Agent: trading

analyst - Check account and security

Step 3: Check restrictions​

Agent: compliance

auditor - Verify no trading blocks

Step 4: Route to venue​

Agent: trading

analyst - Select execution venue

Step 5: Execute trade​

Agent: trading

analyst - Place order

Step 6: Confirm fill​

Agent: trading

analyst - Verify execution

Step 7: Book trade​

Agent: trading

analyst - Record in system

Usage​

To execute this workflow:

/workflow industry/financial-services/trade-execution.workflow

See other workflows in this category for related automation patterns.