Holding multiple positions in one security? The intuitive design helps you manage multiple related stocks and options positions by conveniently organizing them according to the underlying security. You can right-click to change column data to any item on the menu. You can drag and drop and column to a new spot to get the view that best suits your needs. You can seamlessly update all of your layouts by selecting Apply to all Position tabs otherwise, keep the default setting to update only this Position tab.
To further customize the option data provided, you can change the Greek pricing model or interest rate here. You can choose Auto-Sort in Real-Time to have your data sort instantaneously, eliminating the need to refresh your view. To change the column order, you can click an item on the list, then use the Up and Down arrows to adjust its location. You can choose which data to display by clicking the associated check boxes. You can click Actions to customize your view.
You can choose from a wide range of available details to customize your view. You can add, edit, or remove brackets for an existing order by right-clicking on the row. During market hours, figures are updated in real-time to reflect the latest price data. StreetSmart Edge helps you maintain view of the Symbol column by freezing the pane as you scroll left and right. StreetSmart Edge helps you see where you stand with unrealized gain and loss calculations, both for the day, and since opening the position, based on available cost data. Strategy view lets option traders group positions by strategy, or by underlying stock, for improved visibility and margin transparency. The Positions tab provides a complete list of your current positions including stocks, options, ETFs, mutual funds, and bonds. You can access the Accounts Details tool from the Launch tools menu.Īccess the Positions tabs for details on your holdings and real-time updates during market hours to your unrealized gain and loss information. The Accounts Details tool provides the latest information on your account holdings and activity.
You’ll learn how to view real-time realized gain and loss calculators, updated whenever you close a position. This guided tour shows you how to use StreetSmart Edge to efficiently manage your positions with customizable data and lot level details. StreetSmart Edge ® gives you all the up-to-the-minute details on your positions, including your realized and unrealized gain and loss data.įirst review these important disclosures.
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