In this video, we go over the account summary widget in depth. This tutorial focuses on how to filter the account summary widget by accounts and expressions, what information is being displayed in the widget, customization preferences of the widget, and other widgets you might pair with account summary.
Provided below are timestamps according to recommended features and examples you may find helpful when adding and customizing the account summary widget:
[0:32] – How to add a new page[0:54] – How to add the account summary widget
[1:20] – How to determine or change the account being displayed
[1:46] – How to add an expression to the account summary widget
[2:18] – Overview of information being displayed in the widget
[3:15] – How to customize preferences of the account summary
widget
[3:59] – How to customize the order and add more entities of
information being displayed
[5:28] – How to change the style of the account summary widget
[5:58] – How to add orders, open positions, fills, and purchase &
sales to the account summary widget
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