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:
The 'Summary' module displays information concerning the current status of the account. It includes positions, available funds, margin size, and available balance (NAV).
There is a separate section for each instrument type (Cash, Futures, 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 on the top-right corner of the module:
By default, the 'Summary' module displays data in real-time. By pressing the 'real time' button, you can choose a historic time period.
Note: If you hover over a 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 the 'Orders' module