Reference: Asset Settings, Portfolio Settings, Account Settings and Default Trading Settings
The Account Settings dialog allows you to access and manipulate the settings of individual assets in your portfolio. The Account Settings dialog contains four tabs:
Stocks, Forex and Futures Defaults
The Position Sizing, Limits and Stops, Order Details and Order Fees tabs are all tied with the Asset Settings, Portfolio Settings, Account Settings and Default Trading Settings dialogs. Please note that any adjustments made to these tabs from the Asset Settings dialog will only affect that particular asset. However, any adjustments made to these tabs from the Portfolio Settings or Account Settings will affect the entire portfolio selected or the entire account that holds all of your portfolios and assets.
The Account Settings dialog is accessible by the File menu by selecting the Edit Account Settings option.
The Account Tab allows you to control the specific settings of your broker account in Trader68. The Account Tab controls your log in and account type settings for your broker.
o Name
The Name indicates the name of the broker account.
o Password
The Password indicates the password of the broker account. The password in Trader68 will not change the password you have set with your broker.
o Port
The Port indicates the default port of the broker account. If you change the default port, you will need to do so in your broker software as well.
o Account Type
The Account Type indicates the type of Interactive Brokers account you have and has three options to choose from:
· Day Trading (Default Option)
The Day Trading (also known as Real-time Account) indicates pattern day traders with account values less than $25,000.
· Overnight
The Overnight indicates non-pattern day traders with account values greater than or equal to $25,000.
· Non-Marginable
The Non-Marginable indicates accounts that cannot use margin (e.g. IRA accounts).
o Auto-connect on startup
The Auto-connect on startup checkbox is unmarked by default and indicates whether or not Trader68 should automatically connect to the broker on startup.
o Auto-trading enabled
The Auto-trading enabled checkbox is marked by default and indicates whether or not the particular broker account should be auto trading.
When you are finished making changes to any dialog in Trader68, it requires the user to press the Save button located at the top of the dialog window. However, note that any changes on this dialog will not occur unless the Save button is pressed.