YTD Realized P&L

Instructions

View your year to date realized P&L by taking the steps outlined below.

  1. Navigate to Global Configuration.

  2. Select Trading Tools > Activity Monitor > Settings.

    How to Configure Year to Date Realized P&L in TWS

  3. Select the check box to the left of Show Year-to-Date Realized P&L on Mosaic Portfolio Page.

    Check off Year to Date P&L in TWS

  4. Select Apply > Ok.

  5. Navigate to the Mosaic Portfolio Page to view this information.

    Year to Date P&L in Monitor Panel in TWS

  6. Hover over the Long Term and Short Term fields to view "as of" time.

    Hover Over Long Term or Short Term in TWS

  7. Hover over the YTD value to see which account segments are included.

    Hover over YTD in TWS

 

Additional Resources

Learn About The Monitor Panel in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website