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Yield Profiles - Group By Execution Profile

Execution profile groupings allow you to identify which Compass Execution rule profile made the decision on a trades execution.

They are shown for both internalised/brokered trades and filled/cancelled orders:

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This is useful for diagnosing why a trade was executed as it was, it helps to identify and review the reference pricing sources, matching criteria and the parameters that governed the execution.

Once the channel and execution profile has been identified, we can assess whether the brokering or internalisation decision was valid; if any execution profiles are brokering/cancelling too much volume; are static rule criteria still applicable for the flow; are dynamic rules working as intended; are price checks or mid distance checks too restrictive?

Learn more about Tailoring the quality of execution to the quality of client

For cancelled trades, this can be further broken down by the reason the execution rule cancelled

Back to: Group by Cancelled/Filled Orders | Next up: Group By Cancel Reason

Group By Overview

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