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The view tabs are used to switch between filtered views of your accounts. Simply click the tab for the accounts you desire to see. If you want to see multiple views at the same time create a new Account Board and set the additional view.

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ImageSome tabs have related items under a drop down menu. Click the dropdown button to the right of the tab to select from the additional related items.

AllAll Accounts. This is an unfiltered view.

Have TradedAccounts that have orders for the current trading day.

Neg P&LAccounts that have taken a loss for the current trading day.

No P&LAccounts that have had no profit or loss for the current trading day.

Pos P&LAccounts that have made a profit for the current trading day.


BlockedAccounts currently being blocked by risk management. Contact your Administrator for an explanation of your specific risk management parameters.

UnrestrictedAccounts that are not risk managed. There are no money or margin restrictions on these accounts. They may have max clip and max position limits.

DisabledAccounts that have been disabled by your Risk Manager.

Open PositionAccounts that have an open position.

Flat PositionAccounts that have had a position but are now flat.

Risk StatusOverall risk status of each account.

All WarningsA summary of all warnings: Margin, P&L and loss Limit.

Margin WarningsAll accounts over the daily risk limit for margin set by Administrator.

P&L WarningsAll accounts over the daily P&L limit set by Administrator.

Loss Limit WarningsAll accounts over the daily Loss limit level set by Administrator.

  Name Size
- Account Board Dropdown.png 11.82 KB
- View Tabs list.png 25.95 KB
- View Tabs.png 164.66 KB

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