The Account Summary is a small table on the main FXTrade window that provides a summary of your account status. The information displayed in the Account Summary is continuously updated in real time and is always shown in your home currency (indicated in parentheses next to the Account Summary title).
Click 
for the basic view.
Click 
for the extended view.
Click 
to open the Account Summary in a separate
window.
Click 
to collapse the Account Summary. (You may
want to do this to see more quotes listed in the Quote List/Quote Panel.)
Click 
to expand the Account Summary when it's collapsed.
Note: To hide the Account Summary completely, select Tools > View > Account Summary.
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Account Summary Basic View (To go to the extended view, click the |
The following fields are shown in both the Basic view and the Extended View:
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Balance |
The amount of cash in your account. Your balance changes when you realize a profit or loss on your positions, earn/pay interest, or deposit/withdraw funds. This value does not change with the current exchange rate on your open positions.
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Unrealized P&L |
The current profit or loss total for all your open trades. If you were to close all of your open trades at this exact point in time, this amount would be "realized" and added to the Realized P&L. (Unrealized P&L does not include interest earned or paid on your trades or account balance.)
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Box Resale Value |
The amount you would receive if you sold all your Box Options at their current resale value. |
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Realized P&L |
The amount of profit or loss you have incurred with your trading activity to date. This value changes when you realize profits or losses on your open positions. (Realized P&L does not include any interest that has been earned or paid on your trades or account balance.)
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Margin Used |
The amount of your account balance and Unrealized P&L that is reserved for margin. This amount is equal to the Position Value multiplied by your margin ratio. The margin ratio is the inverse of leverage; for example, 50:1 leverage equals a 0.02 margin ratio. See OANDA's Margin Policies for more information on how margin works. To verify the leverage used for your accounts, select Account > Account Details.
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The amount of your Balance and Unrealized P&L available as margin for new trading transactions. It is equal to your Net Asset Value minus Margin Used. |
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Account Summary Extended View (To go to the basic view, click the |
The following fields are shown only in the Account Summary's extended
view. (To go to the extended view, click the icon at the top right corner of the Account
Summary.)
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Unrealized P&L (%) |
The unrealized Profit and Loss shown as a percentage of your balance.
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Your Account Balance, plus Unrealized P&L. When your Net Asset Value drops to half of the Margin Used (or, when it reaches the Margin Call value), a margin call is triggered.
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Margin Call |
The Margin Used divided by two. A margin call will occur if your Net Asset Value falls to this amount.
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Margin Percent |
Your Net Asset Value divided by Position Value and multiplied by 100. This is another method of measuring how close your positions are to a margin call. Depending on the leverage, you will get a margin call when your Margin Percent declines to 1.00 (for 50:1 leverage), 1.25 (for 40:1), 1.67 (for 30:1), 2.00 (for 25:1), 2.50 (for 20:1), or 5.00 (for 10:1).
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Position Value |
The value of your position(s) expressed in the current account's home currency.
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<Number> buttons |
The numbered buttons let you switch between your primary account and subaccounts. The values in the Account Summary change to reflect the values for each account. (To enable these buttons, select Tools > Preferences, go to the Misc tab, and then click on the Show Sub Account Switcher check box.) |
