Page History: Account Board
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Page Revision: 2011/08/24 12:42
The Account Board displays account details for all the accounts that you have access to. The most common columns are visible by default. Each account listed will have a name, number, total P&L, total cash, and status. Your account will also break down P&L by providing individual market positions. Each position will display the market, net position, and P&L. Combining the P&L for all the positions will equal the account total P&L. Many additional Columns are available in Account Board Properties.
During trading your account status may change due to risk management. If your status becomes “blocked” it means that risk management is actively blocking your account from trading so that you can only trade out of your open positions. Filtered views of your accounts are provided by the View Tabs at the top of the screen. Simply click the view you desire and Account Board will display the appropriate accounts. The default, All view, is an unfiltered view showing you all accounts that are available to you.
The Account Board also allows you to print the contents of a view, quickly change the Currently Trading Account and open account specific Order Books.
To open a new Account Board, Click Account Board from the Main window’s New Item Menu.
| 1 | Properties | Brings up the properties for the orderbook |
| 2 | Options dropdown | Toggle between print, copy to excel, copy to clipboard, and check options |
| 3 | Default Sort | Sort descending by order submission time |
| 4 | Pull All | Pulls all the orders out of the market |
| 5 | View Tabs | Change tabs to view different order books |
| 6 | Total Orders | Total number of orders displayed in the current view |
| 7 | Account Toggle | Useful for multiple accounts. By clicking the toggle you switch between viewing the orders for just the Currently Trading Account and the orders for all your accounts. |
| 8 | Filter By Firm | Filter the order book by firm name |
| 9 | Filter By Exchange | Filter the order book by exchange |
| 10 | Fills | Indicates fill volume and price. All prices are shown if multiple prices trade |
| 11 | Order Status | Describes the current status of an order. |
| 12 | Order Type | Ex: L=Limit, P=Pit, and S=Stop |