TradeStation Web Trading

Balances

The Balances tab is located at the top of the grid view and is used to view account balances by asset category.

Overview

The following outlines the general steps you will follow when using the Balances panel.

• Select the asset types you wish to view. TradeStation uses different accounts for equities, options, futures, and forex.
• Review your account balance information such as beginning of day or real time account balances, account net worth, liquidation value of options, etc. Scroll down to see all data or expand the panel into the lower half of the screen.

Layout

 Balances

The Balances area displays beginning of day or real time account balances, account net worth, liquidation value of options, etc. The panel may be scrolled down for more information.

  Asset Categories

The Asset Categories pull-down lets you select the types of TradeStation accounts to view. TradeStation accounts are asset specific.

  Account Data

Account Data appears vertically under the account number. Accounts within an asset class are shown. To see all account data, scroll down or expand (5) the panel into the lower half of the screen.

 Update

Click the Update button to refresh the display of your balances data. Data displayed is not guaranteed to be in real time.

  Expand

Click the Expand button to maximize the Balances display. Click again to restore the split view.