What is the Positions tab?
What is the Watch List tab?
How do I Create a Watch List?

What is the Positions tab?
The Positions tab of the Orders & Positions Panel panel displays all your stock positions in a configurable format. Market data is available in real time, enabling you to monitor all your current positions. To view your Positions, just left click on the Positions tab.



What data columns are available for the Positions Tabs?

The Available Data Columns are:

  • Symbol
  • Last price
  • Change %
  • Qty
  • Cost
  • Avg (Average) Price
  • Mkt Value
  • Gain $
  • Gain %

What is the Watch List tab?
The Watch List tab of the Orders & Positions Panel panel displays a wide variety of data of the stocks in the chosen watch list. Market data is available in real time, enabling you to monitor all the stocks in the chosen watch list.

How do I Choose a Watch List to view?
To choose to view a specific watch list, you must use the dropdown window that contains all your created watch lists and left click on the desired watch list.


Back To Top

How do I Create a Watch List?

  1. Left Click on the Create located directly adjacent to the Symbol addition box.



  2. Enter the new portfolio name in the Create New Portfolio box and click Add.


  3. Enter the stock symbols in the blank box adjacent to the name of the new watch list and then click Add Symbols.

How do I Delete a Watch List?

Left Click on the Manage located directly adjacent Symbol addition box and hit the X button located next to the watch list you wish to delete.