Position Manager pop-up menu

NOTE: The Position Manager window is available for administrators only.

 

The Position Manager pop-up menu appears when you right-click the Position Manager window.

 

 

The Position Manager pop-up menu contains the following menu items:

 

Field Name

Description

Setup

Click to open the Position Manager Setup window.

Hide Closed Positions

When selected, positions will disappear from the Position Manager window once they become closed.

Group By

Select the method used to group the contents of the window. The available options include:

  • None - The results are displayed unsorted

  • Symbol - The results are sorted by symbol, with a list of each account holding that symbol

  • Account - The results are sorted by account, with a list of symbols held by the account

  • Type - The results are sorted by the type of security held in each account (Equities, Options)

Expand All Rows

Click to expand each branch of the tree-view

Collapse All Rows

Click to collapse each branch of the tree-view

Clone Window

Opens another Position Manager window with the current settings.

Set Window Look As Default

Click to set the current options as the default settings for the window.

Make All Windows Identical

Click to make all other open Position Manager windows appear with the same display settings as this window.

Reset Window Look

Click to reset the window to the default view