Orders & Trades
View Open Orders and Executed Trades through the Portfolio menu. To do so, please take the steps outlined below.
Instructions
-
Click the Portfolio menu
from the top left corner of your screen. -
Click either the Orders or Trades tab.
-
The Orders tab will display working orders, while the Trades tab will show executed Trades.
-
Right-click on a working order to display additional actions.
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Click on the All Orders drop-down menu to display additional filters.
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Click the Filter icon
to filter by symbol and/or asset type. -
Use the More menu
to Show Zero Positions and/or Show Cash Rows in your portfolio.