The Margin Report module includes information about the total funds in your account (Account Value), available funds (Available) and utilised margin (Used for Margin). You can switch between accounts. You can also maximize the module to view more detailed information on margin utilization.
The Accounts Report module includes information about total balance (NAV in the account's currency) and margin situation (Margin Utilization) of every account.
Bond Screener is a powerful comparison tool allowing you to screen bonds and filter them out by several parameters at once. Open it by clicking on the toolbar icon:
You can quickly find a specific bond by its name (ticker), description or ISIN, as well as screen up to 300 bonds. If you have found too many bonds, a hint will suggest you to narrow down the search criteria.
Customise search results: click on the gear icon at the right part next to the column headers to hide and show columns (e.g. ‘Mid’ or ‘Currency’ if you don't need it). To sort out the data, click on a column's header. Another click will change the sorting order.
You can work with the search results in the table as usual: select several rows and add them to the Quotes, or open a detailed Instrument Info, or drag a bond to the Chart.
Here’s a sample of what you can do with the results of the screening:
- Drag and drop them on Chart
- Open detailed Instrument Info
- Add any bond (or several) to the Quote Monitor
Found a bond you want to purchase? Contact your Account Manager!
The Notifications module is located in the top right corner of the application, on the top toolbar. It keeps all updates on your orders in one simple list. Read them at your convenience!
- Filter notifications and price alerts by type
- Mark all as read – or clear them in a single click
- Double-click on a notification to view order details
- Start the list anew with every terminal restart
- Set up global notification preferences right in the module