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 Portfolio 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 green. Loses are red. Long value is in green; Short value is in red. 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

To sort accounts dynamically by a particular field, you just need to simply click on the column heading of the desired field. First click is for ascending sort; second click is for descending sort.

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 Preference window for the Account window (Figure 5.3). You may change the General Preference and Display Preference here. You can click on the blue icon 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.

Figure 5.3