The 'Summary' module can be accessed from the upper system menu. Simply click on 'Reports' > 'Summary,' or find the module in the toolbar on the left side of the platform:
Summary > Topbar
Summary > Left Sidebar
The 'Summary' module displays information concerning the account's current status. It includes positions, available funds, margin size, and available balance (NAV).
Summary
There is a separate section for each instrument type (Cash, Stocks & ETFs, Options, etc.).
Each section displays open positions, their quantity, prices, P/L (including the projected daily P/L) and other values (as presented in the image). The sections can be customised by clicking on the gear icon in the top-right corner of the module:
Summary > Gear Icon
Summary > Gear Icon > Customisation Menu
By default, the 'Summary' module displays data in real-time. By pressing the calendar 
icon, you can adjust the timeframe of the analysis and choose a historical period.
Note: If you hover over the price of an asset, you will see its current price and the exact time when this price was retrieved.
Tip: If you have more than 10 accounts, right-click on your account to open 'Orders'
Let's examine the top of the module
Summary > Top of the module
In the compact view, the header of the Summary module displays basic account information. This information encompasses all of the client's historic trading data.
Alternatively, it is possible to view the same information in graphic representation by clicking on the chart icon at the top of the module:
Summary > Chart View
How can I check the instrument type of my holdings?
You can check the instrument type of your holdings in the Summary module on the trading platforms or in the Portfolio section of the Client’s Area. Your holdings are organised under their respective instrument types, such as Cash, Forex, Futures, Stocks & ETFs, Options, Bonds, Swaps, or Crypto.
Summary > Instrument types