TradingJournals & Ledgers

Account Section

After your trades are executed, you can monitor them in the account section located in the bottom bar.

accountsection

Account Section Options:

  1. My Orders: Shows all open and executed orders. You can adjust columns and enable the “Reason” column to understand rejections.
  2. My Trades: Displays details about all executed trades.
  3. My Positions: Lists open and closed positions.
  4. My Balance: Shows your account balance.
  5. Holdings: Displays the stocks you are holding.
  6. Trade Settings: Allows you to modify trade-related settings like show executions, beep on executions, etc.
  7. Field List: Customize which columns to display in the account view.
  8. Connected Broker Information: If multiple brokers are connected, you can switch between them, but note that only one broker can handle orders at a time.