User Interface

This chapter walks through every screen in the web-based interface of AutoTrader Web.

The main goal of the interface is simple: give you a single, centralized view of all your trading accounts, no matter which broker each account belongs to. For an overview of how this broker-independent design works, see Broker Independence.

Screens by menu

The screens are grouped into a few top-level areas. Use the links below to open any screen directly.

Getting started

• User Registration — create your account and sign in.

Accounts

The Accounts menu is where you connect brokers and manage accounts.

• Trading Accounts — add and manage your broker accounts, and give each one an easy nickname.
• Group Accounts — group accounts to trade many at once.
• Master Accounts — copy one account’s trades to child accounts.
• Owners — give each account owner a limited login.

Trading

The Trading menu shows the live state of your accounts and lets you trade from one Portfolio screen.

• Portfolio — the main screen. It holds everything below in tabs.
• Portfolio (Classic) — the earlier version of the same screen, kept for a while for anyone who prefers the older look.
• Risk Mgmt. — set risk limits per account and get alerts when a limit is near.

The Portfolio screen is split into tabs. Each tab has its own page here:

• Summary — a combined portfolio summary.
• Positions — open positions across accounts.
• Orders — order book and order status.
• GTT (Good Till Triggered) — trigger-based orders that rest until your price is hit.
• Margins — available margins per account.
• Holdings — demat holdings you can sell across accounts.
• MarketWatch — watchlists with live prices.
• Trade — place and manage trades.
• Notifications — alerts about your orders and accounts.

Alert Auto.

The Alert Auto. menu is where you turn your TradingView alerts into orders.

• Tokens — create the private webhook link you paste into your TradingView alert. See Alert Automation.
• Alert Trail — see every alert we received and what happened to it. See the Alert Trail.

Tools

The Tools menu holds activity logs and instrument data.

• Activity — view recent activity.
• Instruments — look up tradable instruments.

Settings

The Settings menu holds your preferences and access.

• General — default preferences for your account.
• Look & Feel — choose your theme, table style and text size.
• Security — generate your API key and turn on two-factor login.
• My IPs — every account’s static IP in one place: see each account’s IP status, buy a static IP for Angel One, and manage your own proxies. See Static IP Setup.

User

The User menu groups your account-level options.

• Account — balance, payments, license and ledger.
• Profile — view and update your profile details.