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Managing positions & orders

The bottom bar is mission control for everything you have on: your balances, open positions, working orders, and trade history, each on its own tab. Click a position to close it at market or right-click to edit its brackets on the chart; click a working order to cancel it. In live mode an extra Audit Log tab records gateway events.

Where: Bottom barLive extra: Audit Log
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Screenshot needed
id: trading-managing-positions

The bottom bar with Balances, Positions, Open Orders, and Trade History tabs

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Overview

Section titled “Overview”

The tabs split your account into what you hold and what you have working. Balances shows funds, Positions lists open trades marked to live price, Open Orders lists orders still working, and Trade History is the record of what filled. Live mode adds an Audit Log of gateway events, so you can trace exactly what the desktop bridge did with each order.

Most management happens with a click. Click a position to flatten it at market; right-click to jump to its brackets on the chart. Click a working order to cancel it.

How to use

Section titled “How to use”

  1. Open the bottom bar and pick a tab.

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    Screenshot needed
    id: trading-managing-positions-tabs

    Switching between the bottom-bar tabs

    suggested 640x480

  2. In Positions, click a row to close that position at market, or right-click to edit its stop and target on the chart.

  3. In Open Orders, click an order to cancel it.

  4. Review fills in Trade History, and on a live panel, check the Audit Log for gateway events.

The tabs

Section titled “The tabs”
TabWhat it showsMode
BalancesAccount fundsAll
PositionsOpen trades, marked to live priceAll
Open OrdersWorking ordersAll
Trade HistoryFilled tradesAll
Audit LogGateway eventsLive only

Actions

Section titled “Actions”
ActionResult
Click a positionClose it at market
Right-click a positionEdit its stop / target on the chart
Click an open orderCancel it
Section titled “Related”