Here are explanations for using Interactive Brokers. This works together with TraderWorkStation, or TWS. The TWS program must be running in order for Patterns to interact with it. That is, one must firsts login to TWS, and then connect using Patterns. For details, see Interactive Brokers.
You can collect data, view your portfolio and order executions. The execution details are automatically added to your Trades table in the Accounting window.
Click on a Show menu. Account shows your your account. Portfolio brings up the grid of your portfolio. Press Orders to see your orders and executions.
If you are a financial advisor, you can see the list of accounts by pressing Managed Accounts. If you are not a financial advisor, that is, Financial Advisor on the main window is not checked, then the Managed Accounts menu item is disabled (greyed out).
If you wish to jump to another window, select the window (Main, Accounting, or Contracts Tables), and press.
While running, status messages appear in a box.