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.
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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.
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Figure 5.3 |