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X_RISK®

Grouping and Sorting

Use grouping and sorting to control how data is displayed in the both the Orders and Fills Window and Position windows.

Example: You may need to see positions grouped by Account or by Market.

Review these topics for more information on grouping and sorting:

Position and Summary Pane Grouping

Account: Used to track positions by account.

 

Broker: Used to track positions by Broker ID.

Note: This option is only available in when running X_TRADER in multi-broker mode.

Company: Used to track positions by company ID.

Note: This option is only available in when running X_TRADER in multi-broker mode.

 

Contract: Used if you do not need any tree structure.

 

Order GW: Used to track positions by gateway. This is the default view.

 

MGT (Member, Group, Trader): Used to track positions by gateway login.

 

Market: Used to see aggregate positions across exchanges if the same products are traded on multiple gateways.

 

Source: Used to see activity from different applications such as Autospreader, Autotrader, and Fix Adapter.

 

Grouping Dialog Box

You can determine how your positions are displayed in the Position Window Overview and Grid Pane Summaries using the Grouping dialog box.

1. Grouping Type

ButtonsDescription
Click to select a pre-defined grouping type. You can also edit one or more grouping fields to create a custom grouping type.

2. Grouping Fields

FieldDescription
Select one or more fields within a grouping level. Additional grouping fields can be added to each level by clicking within the blank list box below the field. You can have a maximum of five fields per grouping level.

3. Sorting Options

ButtonsDescription

Enables sorting for the grouping level and displays a sorting field list to the right.

Allows you to select one or more fields to sort by within a grouping level. Additional sorting fields can be added to each level by clicking within the blank list box below the field. You can have a maximum of five sorting fields per grouping level.

Determines how the field is being sorted, either Asc (Ascending) or Desc (Descending).

Allows you to view information in the same order each day, regardless of whether any trading activity has been associated with a particular row. For example, you can save a position row for every trader, even those traders without trading activity. When one of those traders trades, their data will display in the group level.

4. Manage Levels

ButtonsDescription
Add a new grouping level.
Remove the selected grouping level.
Move the selected grouping level down in order.
Move the selected grouping level up in order.

5. View/Hide Grouping Options

ButtonsDescription
Expand the grouping section and display group details.
Collapse the grouping section and hide details.

6. Confirm/Cancel Grouping

ButtonsDescription

Click to save and close the grouping window.

Click to cancel changes and close the grouping window.

Sorting Your Orders

By default, the Orders Pane and Orders and Fills Pane sort by the Order Time field. However, a property on the Orders tab in the Properties menu called Move Filled orders to the top could alter this order.

In addition, you can define the sort order by column and up to three levels in ascending or descending order.

To define the sorting parameters:

  1. Right-click inside the Orders Pane or Orders and Fills Pane to display the context menu.
  2. Click Sort.

The Sort dialog box displays.

  1. In the Sort by field, click the first field to sort by.
  2. Click whether to sort this field in Ascending or Descending order.
  3. If you want to use another field to further sort, repeat steps 3 and 4 using the Then by fields.
  1. Click OK.

You successfully defined the sorting parameters of your Orders and Fills Window.