The position details page is an effective way to manage current positions in your account and view important information.
Position details are available for existing open positions, previously closed positions, canceled trade orders, overridden positions, and expired positions.
To view a position’s details, select a position from the activity summary in the Position Statement.
The position details page displays all information for the position selected, including the ticker symbol, strategy type, credit received or debit paid, market value, profit or loss, options leg specifications, trade order execution data, and the bot managing the position.
You can select a closed position to access more information about the position.
Listed is the original credit or debit, the closing credit or debit, and the final P/L.
Now that the position is closed, you can view the closing order details, including the date and filled prices.
You can also view position details by selecting the Positions tab in the bot dashboard.
The page lists all positions currently open inside your portfolio of bots. You can sort the positions by bot, ticker, quantity of shares or contracts, premium paid or received, and unrealized P/L.
You can view the position’s details by selecting a position.
You can always close a position manually or override a position in the position’s details page.
To learn more about the bot managing a position, select the bot at the bottom of the page and you will be redirected to the bot’s home page.