Entering a Transaction

Once you have entered header information, the account watch window is ready for use. To enter a trade, follow these steps:

1. Press f or select Add Trade from the Equity Menu.
An entry box opens in the P field.

2. Enter position type.

Enter L for Long

Enter S for Short

3. Press b.

The entry box moves to the Qty field.

4. Enter number of contracts or shares bought or sold.

5. Press b.

The entry box moves to the Symbol field.

6. Enter symbol of instrument bought or sold.

7. Press b.

The entry box moves to the Price field.

8. Enter price at which the transaction took place.

9. Press b.

The cursor moves to the T field.

10. Press b.

The date value is displayed in the entry box.

11. Enter date of the transaction if different from displayed value.

12. Press b.

The time value is displayed in the entry box.

13. Enter time of the transaction if different from displayed value.

14. Press b.

The entry box moves to the Margin field.

15. Press b.

The cursor moves to the Comm field.

16. Press b.