How to Use the Accounts Module?
Accounts Module - KGI Crusoe platform The Accounts Module in the KGI Crusoe platform is a customizable grid that provides real-time information for all your connected accounts in one location.
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Getting Started
The Accounts Module in the KGI Crusoe platform is a customizable grid that provides real-time information for all your connected accounts in one location.
Table of Contents
Display Overview
Customizing Accounts Module Columns
Display Overview
To access the Accounts Module, simply open the New (+) menu and select Accounts. New tabs can be added for additional account filtering as needed.
To learn more about adding and customizing modules, please visit this page: Module Management
By default, the Accounts module will display the Account Number and Open (Unrealized) P&L for all your connected accounts.
Customizing Accounts Module Columns
To add, remove, or sort columns in the Accounts Module, click the View Settings (cog wheel) button at the top right of the module, then select Select Columns.
In the menu that appears, you can customize your columns as follows:
Drag columns from Available to Visible to add them to the Accounts Module.
Drag columns from Visible back to Available to remove them.
Rearrange the order of columns in the Visible list—top to bottom here reflects left to right in the Accounts Module.
The following columns are available for use in the Accounts Module:
Category | Field | Description |
|---|---|---|
Default Column | Account | Displays the connected account number. This column is always included and cannot be removed. |
Account Information | Account Status | Indicates whether the account is active or locked. |
Shows the email address associated with the account. | ||
User | Displays the username linked to each account. | |
Readonly | Indicates whether the account is in read-only mode. | |
Financial Metrics | Cash Amount | Current cash available for trading. |
Net Liq | Current net liquidity of the account. | |
Max Net Liq | Maximum allowed net liquidity (if configured). | |
Dollar Open P&L | Profit and loss from currently open positions. | |
Dollar Total P&L | Combined realized and unrealized P&L for the current session. | |
Week Loss | Total negative P&L for the week. | |
Margin Metrics | Day Margin | Margin used to meet intraday requirements for open positions. |
Initial Margin | Margin used to cover initial requirements for open positions. | |
Maintenance Margin | Margin required to maintain current open positions. | |
Total Used Margin | Total margin currently utilized. | |
Total Available Margin | Remaining available margin. | |
Margin/Equity | Ratio of available margin to equity (in percentage). | |
Risk Management | Auto Liq Level | Potential loss level at which auto liquidation could occur. |
Auto Liq Started | Timestamp when auto liquidation was triggered. | |
Auto Liq Stopped | Timestamp when auto liquidation was disabled. | |
Daily Loss Limit | Configured daily loss limit (if applicable). | |
Drawdown Auto Liq Level | Drawdown threshold that triggers auto liquidation. | |
Trailing Max Drawdown | Trailing maximum drawdown value (if configured). | |
Liq Only Level | Level at which liquidation-only mode is triggered. | |
Liquidate Only | Indicates if the account is currently in liquidation-only mode. | |
Distribution Metrics | Dist Drawdown Net Liq | Remaining distribution before max drawdown is reached. |
Dist to Auto Liq | Remaining distribution before auto liquidation. | |
Dist to Daily Loss Limit | Remaining distribution before hitting the daily loss limit. | |
Dist to Liq Only | Remaining distribution before entering liquidation-only mode. | |
Position Metrics | Exposed Pos | Number of unprotected (exposed) open positions. |
All Live and Demo account management can be completed from your KGI Crusoe platform. If you are utilizing a prop trading account, please contact your account provider to make any risk or other account changes if needed.