Technical Updates
Efforts over the last quarter have resulted in many enhancements to our trading technology. Some of the major enhancements include:
TWS
Quote Details Data Window - A small but comprehensive data analysis window packed with critical data including the NBBO and last traded price, a daily and 52- week candlestick that illustrates the high/low/open/last, and a volume indicator that shows the Average Daily Volume (ADV) against both the current Volume (V) and the Average Daily Volume right now (ADVn).
Group Header Subtotals – The Group Header row now provides subtotals for tickers in the group for the Market Value, P&L, Realized P&L and - --- Unrealized P&L columns, with the subtotal values displayed on the Group Header Row.
Right-click Action Menu - The new right-click menu from a ticker line has been modified to include a small action toolbar that will open the following windows/tools for the selected ticker: Quote Details, Chart, News, Company Fundamentals, Time & Sales, OptionTrader, and Alerts. In addition, the right-click tools menu has been cleaned out, and will display a limited number of selections that updates automatically to provide access to the tool you have recently used.
Position-specific Margin Requirements - You can now view the margin requirements for a specific position by selecting Show Margin Requirements from the right-click Contract Details menu, and from the Portfolio section of the Account window.
Create FX Pair Presets - You can now add an FX pair in the Forex section of the Order Presets and define default order values for the pair.
Display Native Index Prices - By default, TWS displays the calculated index price. You can now elect to indicate that an exchange offers a native index price, or elect to show exchange-native index prices whenever available by defining the feature from the Display > Ticker Row page of Global Configuration.
Standard Commissions for API Orders - We now support native relative, pegged-to-market and pegged-to-midpoint orders via the API and now charge standard commissions for these order types.
This is only a small sampling of the many TWS upgrades and enhancements that we added over the last several months. For a complete listing and more details, please see the TWS Release Notes .
Account Management
Enhancements to Partial ACATS Transfers - You can now include non-US stocks, warrants and options in a partial ACATS position transfer. In addition, you can now specify the strike, right and expiry for warrants that you intend to transfer using a partial ACATS transfer.
Trading Limits for Proprietary Trading Group Single Trading Limit Accounts - Proprietary Trading Group Master users (Single Trading Limit accounts only) can set trading limits on individual sub accounts based on order size and value. Access the Trading Limits page from the Account Administration menu in Account Management.
Enhanced Account Selector - The account selector, used on many pages in Account Management to select a client or sub account, has been enhanced. You can now quickly search for client/sub accounts by Account ID, Account Title or Account Alias by clicking radio buttons; accounts matching your search criteria appear below the account selector controls. Previously, you used drop-down lists and buttons to search for client/sub accounts in the account selector.
Re-Open Account Changes - When you request a closed account to be re-opened, the series of screens that appears now includes updates to your trading permissions and market data subscriptions, as well as some ease-of-use visual enhancements.
Mutual Funds Trading Permissions for US Virgin Islands Residents - Residents of the US Virgin Islands can now request trading permissions for Mutual Funds. You request trading permissions on the Trading Configuration page in the Trading Access menu.
