The Summary of Accounts window allows you to easily view all accounts and portfolios in Trader68.
o Status
The Status indicates the current status of each individual account and portfolio in the Summary of Accounts and there are three states that can be displayed:
· Autotrading
The Autotrading state indicates that the current account/portfolio is actively autotrading with the broker.
· Autotrading Paused
The Autotrading Paused state indicates that the current account/portfolio is not autotrading and can be turned on by hitting the green “play” button on your toolbar.
· General Settings Problem
The General Settings Problem state indicates that the current account/portfolio is not autotrading and the asset has errors associated with it. Please refer to the Account Settings or Portfolio Settings dialog for more information and at the bottom of the dialog it will alert you to where the problem is.
o
Stop Light
The Stop Light indicates the current status of each individual account and portfolio in the Summary of Accounts.
o
Auto Trading
The Auto Trading indicates whether the account or portfolio is selected for automated trading. The default check mark indicates it is available for automated trading.
o Win
The Win indicates the number of “winning” trades that are current open.
o Los
The Los indicates the number of “losing” trades that are current open.
o Lng
The Lng indicates the number of “Long” trades that are current open.
o Sht
The Sht indicates the number of “Short” trades that are current open.
o Total Profits
The Total Profits indicates the summation of “Unrealized Profits” for each brokerage account, portfolio or all accounts combined.
o Cash Balance
The Cash Balance indicates cash recognized at the time of trade plus Futures P&L.
o Misc. Adj.
The Misc. Adj. indicates the accured interest minus unexplained margin. The unexplained margin is margin that the broker charges for profits from previous forex positions or the difference in margin allowed for futures.
o Liquidation
The Liquidation indicates the total cash value plus stock value plus options value plus bonds value.
o Open Equity
The Open Equity indicates is the current market value of open positions.
o Total Value
The Total Value indicates the total value of your account.
o Avail. Funds
The Avail. Funds indicates the total equity loan value minus initial margin .
o Action
The Action indicates several options for connecting and disconnecting from the broker.