Adding a Trade

Once you have entered header information, the account watch window is ready for use.  To enter a trade, follow these steps:

1. Right click in the Equity window.
   
   This displays the Equity Menu.
    

2. Choose Add Trade.
   
   An entry box opens in the P (Position) field.
    

3. Enter position type.
   
   · Enter L for Long
   · Enter S for Short
    

4. Press Enter.
   
   The entry box moves to the Qty field.
    

5. Enter number of contracts or shares bought or sold.
    

6. Press Enter.
   
   The entry box moves to the Symbol field.
    

7. Enter symbol of instrument bought or sold.
    

8. Press Enter.
   
   The entry box moves to the Price field.
    

9. Enter price at which the transaction took place.
    

10. Press Enter.
    
    The cursor moves to the T field.
     

11. Press Enter.
    
    The date value is displayed in the entry box.
     

12. Enter date of the transaction if different from displayed value.
     

13. Press Enter.
    
    The time value is displayed in the entry box.
     

14. Enter time of the transaction if different from displayed value.
     

15. Press Enter.
    
    The entry box moves to the Margin field.
     

16. Press Enter.
    
    The cursor moves to the Comm field.
     

17. Press Enter.

For information on closing a trade, click here.