Locates Tool

  • Book single-stock locates by quantity or value (USD equivalent).
  • Upload multiple locates using a file or copy and paste directly from Excel spreadsheets.
  • Save lists of locates to run every day for up to six months.
  • View all locates with valid effective dates in your “Today View” – and customize your view with fast filters and quick search.
  • Export data to view in an Excel.

Analytics Tool

  • See a variety of data points around a stock and view historical charts on UBS and market-wide securities lending data points.
    • View the latest stock price; UBS research rating (if covered) and the UBS Stock Borrow Loan rate category – all in the context of real-time UBS market insight and UBS research.
    • Chart UBS indicative availability and indicative rate, as well as market data showing utilization and quantity on loan.
  • Locate directly from the analytics area or quickly see the status and number of locates already booked with a fast link to the main locates tool.
Screenshot of UBS Neo Locates Tool on a desktop computer

Reporting Tools

Review and customize online and overnight reports, dig deeper into what matters with flexible filter and quick-look-up options.

Cash Management

Manage your cash management activities including cash movements and FX across all your accounts in one place.

Login screen of UBS Neo

Get Started

Register your interest in the award-winning UBS Neo to help unlock your trading potential.