Considerations
The length of time that it takes your accounts to load is determined by the number of transactions displayed. The View Accounts Settings feature enables you to filter the number of transactions displayed in the Realized, Buy Activity and Open Short views, thereby minimizing the loading time of your accounts. Additionally, you can set your default view to display in either Java or HTML.
Procedure
To change view accounts settings:
Click on the My Settings tab from the top of GainsKeeper. The My Settings page displays.
Click the View Accounts Settings link under Maintain your accounts. The View Accounts Settings page displays.
Define the account display parameters. Click here to view a list of parameters.
|
Parameter |
Options |
|
Show Realized View for a period of: |
Today Yesterday Past 7 days Past 30 days Past 90 days Year XXXX |
|
Show Buy Activity for a period of: |
Today Yesterday Past 7 days Past 30 days Past 90 days Year XXXX |
|
Show Open Short for a period of: |
Today Yesterday Past 7 days Past 30 days Past 90 days Year XXXX |
|
Show Unrealized View as of Date: |
Today 12/31/XXXX |
Select either HTML starting with Summary, HTML Starting with Details or Java applet from the Show View Accounts Using drop-down menu.
Select when sessions will end after periods of inactivity. Options include:
1 hour of inactivity
2 hours of inactivity
3 hours of inactivity
8 hours of inactivity
Select whether to print HTML reports in Colors or in Grayscale.
Once you have defined the parameters, click Update. To leave this page, without saving the settings, click Cancel.