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Monitor Accounts

Video tutorial​

Accounts page​

The Accounts page provides account-level monitoring for cash/NAV and portfolio counts across all connected live and paper accounts. Functionalities:

  • Monitor Cash and NAV per account
  • Compare accounts over time in the Account NAVs graph
  • See how many active strategies and open positions each account currently has
Accounts View

Page layout​

Account NAVs graph​

  • A line series per account showing NAV over time.
  • Use the Visible checkbox in the grid to include/exclude an account from the graph.
  • For long histories, the chart may be downsampled for performance.

Accounts grid​

  • Last update: timestamp of the latest summary received for that account
  • Account ID: broker account identifier
  • Type / Currency
  • Strategies active: count of strategies that currently have positions in this account
  • Positions in flight: count of open positions
  • Cash and NAV
  • Visible: whether the account is shown in the NAV graph

Troubleshooting​