[Beginner] Where can I see my trading record in IB?

Discussion in 'Interactive Brokers' started by jk90029, May 8, 2015.

  1. Dear-

    As a beginner, this might be pretty simple question.

    I like to see all the trading history for the past 5 months(YTD).

    Preferably, like to download ONE FILE in csv (txt) or xls format with something like

    20150102 AXP BUY 100 91.2
    20150204 AXP SELL 100 94.8

    Which menu in TWS or homepage can I see the history file?
     
  2. xandman

    xandman

    Trade Log. Select "More Options" to specify a date range.
     
  3. Beginner has two places to start, as shown below.

    Which menu do I need to start, for the "Trade Log"?

    Thanks in advance.

    1.png 2.png
     
  4. xandman

    xandman

    Third icon from the top left in Classic Trading.
     

  5. Beginner cannot find "Classic Trading"
     
  6. xandman

    xandman

    Check bottom left Tabs.

    For the original issue under Mosaic: Select New Window-Order Management category. Almost everything you need to do is in New Window. Just have to think contextually.

    Btw, you are talking to one inept TWS user.
     
    Last edited: May 9, 2015
  7. Beginner does not know Mosaic and Classic.

    In this kind of problem, it takes only few minutes to communicate with use of teamviewer.com for screen connection.
    Probably IB customer service is supposed to do it.

    Did you mean below?
     
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  8. xandman

    xandman

    The classic Trading Tab doesn't seem to be there or is disabled from your settings. NP.

    For the original issue under Mosaic: Select New Window-Order Management category. Several choices to make under that regarding orders.