Global Search

Whale provides two Global Search tabs: Search Jobs and Search Clients.

After signing in, a search button icon is available in the upper-right corner; the feature can also be activated using keyboard shortcuts.

Keyboard Shortcuts

Global Function Search

The Search Jobs tab allows you to enter relevant keywords to retrieve job functions, facilitating quick switching to the desired job.

Global Client Search

You can search client information by different fields.

After locating a client, a brief summary of the client's basic information (account contact information) will appear. The search supports:

• Client search supports fuzzy queries by name and securities account number.
• Name searches accept the client's English name and can display the client's English name.

After selecting a client record, a client summary and key asset transaction records will slide in from the left.

Asset Overview tab: You can switch between different asset currencies to view the total asset amounts. The top-right area also provides an asset data dashboard.

Risk status and a financing summary are displayed in the area below.

Cash Details: Displays available cash and settlements pending delivery in different currencies.

Position Details: Displays holdings records such as stocks, options, and funds.

Deposits & Withdrawals tab: You can query the client's deposit and withdrawal records and directly edit them.

Bank Card tab: You can query the client's bank card information and directly edit it.

Billing tab: You can view the fee items related to the client's account.