Classic TWS Portfolio
Instructions
The Classic
To add this window into your Classic
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Navigate to the Classic
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Right click the black "+" icon in the top left corner where the current tabs are populating.
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Select Portfolio Window.
More information on the Classic TWS Portfolio page can be found here.
Closing or Editing an Existing Position
On the Classic
To do so, please take the steps outlined below.
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Right click on a current position populating in your Portfolio tab. A pop up will appear which includes the options to Buy, Sell, Close a Position, or use one of our tools.
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Upon selecting the option to buy, sell, or close, a window will populate below allowing you to edit the order parameters and transmit the order.
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Press Transmit and your order will be placed.
Transmit An Order
Once you have verified the order parameters on an order management line, you are ready to transmit your order.
To Transmit an Order
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Click Transmit (or “T” if you have reduced the size of the field) in the Transmit field,
OR
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Use the right-click menu on the order line and select Transmit.
When an order is accepted at the destination, it becomes a “working” order. All working orders appear on the Pending page. A red tab title indicates that the page holds a working order.
Transmit Multiple Orders
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From the Trade menu select Transmit, and then select:
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Transmit Selected Orders to submit the orders you have selected on the current page
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Transmit All Orders on Page to send all of the orders on the current page. The dollar value in parenthesis reflects the total value of all orders on the page.
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Transmit All Orders to submit all orders in
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