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Trading Tools » Closing a Position

Once you have submitted a position, you may want to close the position. You can close a position in many ways, but one of the easiest is to use the Trading Chevron in the chart.

  1. In the Focus List, double-click on the symbol for the security that has the position you want to close. This will display the chart for the selected security.
  2. Right-click the Chevron and select Close Position. VisualTrader will immediately record the position as closed.
     

You can also close a single position or all the positions in an account from the Open Positions tab in the Portfolio window.

  1. Click on the Accounts button on the Brokerage Toolbar.
  2. From the drop-down menu, select the account that contains the position you would like to close.
  3. Click on the Open Positions tab.
  4. Click to highlight the position that you want to close, and click the Close Position button. You will see the Close Position dialog box.
  5. Confirm that the details are correct and click OK to immediately close the selected position.

You can also close all the positions in the selected account by right-clicking and selecting Close All Positions and then confirming the closure. In this case, the position is not immediately closed but is submitted for closure.

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