The Accounts Lookup displays all accounts in the system.

To open a new Accounts Lookup panel, choose Tools > Account(s).

The Accounts tab includes a grouped list of accounts. To expand/collapse the group, click its name. To fast collapse/expand the tree of instruments, click the  and  buttons in the top menu.

To view a report for an account, select the account and right-click the  button in the context menu.

To add an account to favorites, select the account and click the  button. The account will then be available in the list of favorites. The list of favorites is available after clicking the  button. To remove an account from favorites, you should select the account in the favorites list and click the  button.

Managing Account groups

You can manage Account Groups from the Accounts Lookup panel.

To create a new Group click the  button, drag and drop accounts from the list and specify a ratio for them.

An account ratio is the weight of the account when trading.

When you open a Group Position all accounts within the Account Group will follow the same strategy using their own rates.

Click the  button to be able to name a new Group.

Select Allocation type:

• Fixed - trading with a fixed allocation will use account rates in the Account Group as a trading weight for each account.
• Percentage - trading with a percentage allocation is similar to a fixed one, but you will always need to check that the sum of account rates is 100%
• By Balance - this allocation type will ignore account rates and will use the Account balance as the trading weight.

Click the  button if you want to go back and edit the Accounts List in a Group.