Accounts & Positions
- Brendan Hebert (Unlicensed)
The Accounts & Positions panel displays each logged in accounts' current net long or short position in addition to total purchasing power and open trade equity (OTE). Add the Accounts & Positions panel to a workspace by clicking on Trade in the main toolbar or using the ‘+' tab located next to each panel’s tab.
Expand or minimize the accounts displayed by clicking on the chevron icon located to the left of the brokerage account. Once expanded, current open or newly closed positions will display for the account.
Remove any brokerage account or subaccount from view by using the Accounts dropdown filtering.
Customize the data fields displayed by clicking on the Columns dropdown and removing any unnecessary fields. The fields are split between Account and orders specific fields.
Export the Accounts & Position data to Excel by clicking on the Export button.
Use the Settings (cog wheel) to customize the font, gridlines or row display.