Positions App

The Positions app shows all of your open positions by account.

Overview

The following outlines the general steps you will follow when using the Positions app.

  • Select the TradeStation account you wish to view.
  • Review your open positions. Scroll or expand if necessary (see 3 below).
  • Use the Column Manager (see 2 below) to add, remove, or rearrange fields in the display.
  • Optionally create a symbol link from Positions to one or more charts.

Layout

Web Trading, Positions app

1 Positions

The Positions app displays the status of all orders by account. Scroll or expand if necessary to view more information. To move the Positions app, click the word Positions, drag it anywhere on the screen where you see a green outline, and drop it. For more information, see Layout Manager.

Click any column header to sort the list by that column, or click twice for a reverse sort (for example, Z to A).

2 Column Manager

Click the settings icon Settings for the Column Manager to add, remove, or rearrange columns.

3 Expand

Click the expand icon Expand/Restore to maximize the app. Click again to restore the split view.

4 Account and Refresh

  • Use the Account pull-down to select the desired account. TradeStation accounts are asset-specific and you may have more than one account in any asset class. Select All Accounts to display all of your positions in all of your accounts.
  • Click the Refresh button to provide an immediate update of your positions data. The information that displays in the Positions app is updated every 30 seconds.

5 Close Position

  • To close a position, click the Cancel Cancel icon at the far left of the symbol's line. For more information, see Cancel/Replace Order.
  • To place a closing Option Spread trade:
    1. Open the Option Orders tab in the Trade Bar.
    2. Click one or more options of the same underlying symbol and they will load in the Trade Bar.
    3. Modify your order entry settings and click Send Orders to place the trade.

    Web Trading, close option spread

6 Symbol link to Option Chain

  • Click the link icon Option Chain to link a symbol to the Option Chain app. The Option Chain app appears, and displays the symbol data.