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You can create new views in just a few steps.

To create a custom position view, take the following steps:

  • Click on the Positions & Alerts tab (1) in the main menu at the top of the page.
  • Click on the Positions tab (2).

  • Click the “Add View” button located on the right side of the page in the views area.
    • On smaller screens this will appear as a + button.

  • Enter a name (1) for the new custom view.
  • Click the check boxes for columns to add to the view, or deselect columns you would like to remove.
  • To rearrange columns, simply click on the column header in the area below and drag and drop it to its new location (2).
    • Please note that you cannot move the Actions, Status, SSI, VQ%, or Symbol columns.
  • If you make changes that you would like to undo, you can click “Reset to Basic View” (3) to go back to the default columns.
  • Click the Save button (4).

Once saved, newly created custom views can be selected by clicking on the Position View on the Positions tab of the Positions & Alerts page