TradeManager - Balances
The TradeManager Balances tab displays the details of all financial activity that takes place in your TradeStation account.
Access from the TradeManager window by selecting the Balances tab.
VIDEO - Monitoring Balances in TradeManager
By default, the Balances tab is partitioned into sections, displaying all asset types simultaneously.
The elements of the Balances tab
- Asset Type Column - Contains fields that are displayed in rows for the specific asset type.
- Account No Column - Contains values and other information that provides specific details related to the field in the row.
- Show/Hide
- - Label Rows - The rows on the Balances tab are grouped into sections with label rows, in black, that serve as headings for those sections of rows.
- Add: To add a new label row, right-mouse click where you want the new label row to appear, and choose Add Label.
- Edit: To edit a label row, right-mouse click on the label row that you want to change, and choose Edit Label. Or, double-click on the label row and enter the new text.
- Remove: To remove a label row, right-mouse click on the label row that you want to remove, and choose Delete Label.
- Expand/Collapse
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- Used to show or hide the P/L breakdown - Base Currency Column - Displays the total amount for the selected field, denominated in the base currency.
- Currency Columns - Displays the amount for the specific currency ledger. All currency columns within the account number totals to the base currency column. For Futures, the currency column only applies if you trade Futures symbols that are non-USD denominated.
Balance summaries are available for any Equities/Options
For information about a specific row in a balances summary, see TradeManager Balances Row Library.