How do I Monitor my Trade Activity on Investor/RT?

There are several locations on the platform where users can view recent trade activity.

1. Navigate to the toolbar located along the top of the platform window and left click the portfolio button.

Investor RT Trade Activity 1

2. In the Object Manager window, double click the trading account you wish to view the account balance for.

Investor RT Trade Activity 2

3. The Portfolio window displays various pieces of information related to account balance and recent trade activity such as Total Value of the account, Cash (Debt) currently in the account, and the Total Equity of the account.

Bits of information related to the trading account such as quantity of positions currently held, entry price of current positions, net gain, and commission are also listen in the Portfolio window.

Investor RT Trade Activity 3

4. Once a Portfolio window has been opened, users can navigate to toolbar located to the left of the window and left click the order status button.

Order status

The Order Status window displays bits of information related to any recent and unfilled orders that have been made associated with the account. It is also possible to revise the qty, increase or decrease price, cancel a single order, or cancel all orders.

Investor RT Trade Activity 4