You are here: Global Configuration > Configure Trading Tools > Portfolio Window

Portfolio Window

The Portfolio window is an automated trading page you can elect to create based on the current content of your portfolio. Configure the Portfolio window to hide or show panels, market data and order management columns by default. You can modify any of these settings directly from the window at any time.

To configure the Portfolio window

  1. On the Edit menu select Global Configuration.
  2. Click Trading Tools and then Portfolio Window in the left pane.
  3. Configure Settings, Trade Columns, Order Management columns or the Market Value panel.
  4. Use the right panel to set these parameters:


Trade Columns

Check the columns you want to show in the Trades panel.

Order Management

Customize the layout of the main window by adding or removing columns from the Market Data and Order columns.

Market Value

Check the columns you want to show in the Market Value panel.