5. Account Window

 

To bring up the Account window, go to the menu bar Trade -> Account.  You will see an Account Selection window pop up (Figure 5.1).  Select the Accounts you would like to view by checking them and click OK, and then you will see the Account window come up like Figure 5.2.   You may also re-select the accounts to view at any time by right click on the Account window and left click to choose “Select Account” from the drop-down menu.

Figure 5.1

General

The Account window keeps track of all the real-time update-to-the-second account information of all the accounts under your domain supervision.  Such information includes Account, Average Cost, Value at Risk, Open P&L, Closed P&L, Total P&L, Shares, Tickets, Beginning-of-the-day (BOD) Equity, Current Equity, Buying Power, P&L over Equity Ratio, Leverage Ratio, and Equity Percentage.   Profits are xgreenx.  Loses are xredx.  Long value is in xgreenx; Short value is in xredx.  All the information is marked-to-market in a real-time streaming fashion as the market fluctuates.The bar at the bottom of the window shows the aggregate value at risk, aggregate open P&L; aggregate total P&L, and aggregate shares and tickets of the selected accounts. 

Figure 5.2

View Position

To view the current positions of a particular account, simply double-click on that account, and then a Portfolio window with all the positions information of that account will pop up.

 

Sort Accounts

You can sort the accounts by using the right-click menu from column heading.  Right click on the column heading of the desired field as the sort key, select the sorting order from the drop-down menu.

 

User Preferences

Right click on the Account window and then left click to choose “User Preferences” from the drop-down menu.  You will see the User Preferences window for the Account window (Figure 5.3).  You may change the Action Settings and Display Settings here.  You can click on the Restore Defaults button to restore to default value.  When you finish setting your preferences, click Apply for your change to take effect, then click OK.  Click Cancel to disregard the change.

 

For the information about the custom display scheme, please read User Preferences section in Order Manager window.

Figure 5.3