Transactions Columns and Settings

The StreetSmart Edge® Transactions tab, found in the Account Details tool, is customizable, allowing you to choose which columns of data to display for the transactions in your account, as well as the order of the columns. Access the Transactions tab Settings window by right-clicking in the Transactions display and selecting Columns and Settings..., or access it from the Actions drop-down menu.

See Column Descriptions for details about each available column.

Sorting Rows

Sort rows by clicking the header of the column on which you want to sort. An arrow next to the column name indicates the sort direction (ascending or descending).

If Auto-Sort in Real-Time is checked in Columns and Settings, changes to data in the sort column will affect the current sort order in real time.
For example, if you have your transactions sorted alphabetically by Symbol, as transactions take place, the list will automatically adjust its sort order to put transactions in alphabetical order.

Customizing Columns

There are several ways to rearrange the columns displayed in the Transactions tab:

You can click the column headers and drag them to another spot in the Transactions display.
You can also right-click on a column header and choose a different column from the list of all available columns.

TIP: If the column you choose is not currently displayed in Transactions, it will completely replace the column that was there. If it is already in the Transactions display, the two columns will swap places.

You can also arrange column order from the Columns and Settings window, which is available when you right-click on the tab name. Check the columns you want to display in the Transactions tab. All chosen fields display in the Column Order display on the right. Click a column name and use the Up/Down buttons to move the column into a new position.
For brief descriptions of each column, hover your mouse pointer over the column name in the Columns and Settings window. For more in depth descriptions of each column, see Transactions Column Descriptions.

Applying Settings to One or All Tabs

You can choose to apply the settings changes you make to either just the current Transactions tab or to all current and future Transactions tabs. The default is to apply the settings only to the current tab, but if you prefer the settings to apply to all, select Apply to all Transactions tabs at the bottom of the Columns and Settings window before clicking OK.