Open positions
TradeSocio NewUX - Broker Admin manual
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TradeSocio NewUX - Broker Admin manual
Last updated
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Open positions report provides you with the list of all open investor trades currently running on the platform and functionality to manage them.
The report consists of navigational toolbar and the table of contents.
Navigational toolbar in the top right corner of trade report has a number of functions:
Filter - filter report by the range of dates
Export CSV - export the list of trades in .csv format and save file on your computer
Search Keywords - search for relevant data in the report by using the keywords
By using the navigational buttons you can create a personalized view of report:
Add and remove the columns from the table of contents
Size to fit - resize columns to fit the current width of the widget
Auto-Size All - resize columns for the optimal view of the data displayed