Activity Panel
Instructions
The Mosaic Activity Panel is made up of Orders, Trades, and Trades Summary windows. Through this panel you may edit pending orders, view executed trade details and attach an order.
1 - Click the "+" button to add additional tabs, such as Trades, Summary, or Orders.
2 - Click this drop-down menu to select a specific account (if you have a multi-client account structure).
3 - Click the settings gear icon to add or remove columns.
Orders
The Orders tab provides a running list of all live, canceled and/or completed orders. Use the drop-down columns to filter the orders that display.
As these orders are currently pending, you can click and update the following information:
-
Action (Buy or Sell)
-
Order Type
-
Order Price
-
Quantity
-
Cancel the order
Edit a Pending Order
The orders tab will populate any current working orders. As these have not filled yet, you may right click on the order and complete the following:
-
Cancel: Cancel this working order
-
Pause Execution: Pause the execution of this trade
-
Check Margin Impact: Check the margin impact from this trade.
-
Attach: Attach a bracket order, Target Order or Stop Order.
-
Modify: Modify the order ticket, condition or share allocation (for multi-client account structures)
-
Fundamentals Explorer: view the fundamentals of the product you are trading
-
What If - Open a What-If Portfolio to create and fine-tune hypothetical positions in a risk-free environment
