Account+

Orders Pending Tab

The "Orders Pending" tab in Neovest's Account+ window lets you view the real-time status of all pending orders sent from your account.

Neovest also lets you cancel and change pending orders via the Orders Pending tab before they are executed. Once a pending order is executed or canceled, the order will be automatically removed from the Orders Pending tab.

In addition, Neovest lets you track your individual pending orders that are displayed in an Orders Pending tab in an Account+ window. By clicking with the right mouse button on a displayed pending order, you will access a menu of various features. By selecting Track Order from the menu, the "Order Tracking" box will appear and will display all relevant information on the pending order upon which you clicked with the right mouse button.

Neovest's Orders Pending tab contains several default display fields (i.e., "Entry Time," "Buy/Sell," "Quantity," "Symbol," "Order Type," etc.) that provide you with essential information regarding each of your pending orders, thus enabling you to effectively monitor your pending orders.

The following table (1) provides descriptions of the default display fields in the Orders Pending tab and (2) explains how you may cancel and change pending orders using certain default display fields in the Orders Pending tab in an Account+ window:

Feature:	Description:
Entry Time	Shows the date and time that each order was sent (or went pending) from Neovest's Order Entry window.
Buy/Sell	Shows whether a "Buy," "Sell," or "Sell Short" command was selected for each order.
Quantity	Shows the number of shares for each order.
Symbol	Shows the ticker symbol entered for each order.
Order Type	Shows the order type selected for each order. Neovest lets you select one of eight different order types: "MKT," "LMT," "LOB," "STOP," "SLMT," "MOO," "MOC," and "PEG." For complete descriptions of the order types that Neovest supports, refer to the "Stock Order Ticket Descriptions" section in the "Orders" chapter in Neovest's Help documentation.
Entry Price	Shows the entry price of the entered symbol for each order.
Stop Price	Shows the price that must be reached or bettered in order for an automatic market or limit order to be generated. A Stop Price should be entered below the current price if the order is a sell order and above the current price if the order is a buy order. Stop Price sell orders are generally used to limit potential losses on long stock positions in falling markets, and Stop Price buy orders are generally used to protect against an upside risk if a stock has been shorted. "STOP" or "SLMT" must be selected as the order type and a "Stop Price" value must be entered during the setup process of an order for this display field to show a value. For descriptions of the order types that Neovest supports, refer to the "Stock Order Ticket Descriptions" section in the "Orders" chapter in Neovest's Help documentation.
Destination	Shows the destination selected for each order. For information on the destinations that Neovest currently supports, refer to the "Order Entry Destinations" section in the "Orders" chapter in Neovest's Help documentation.
Parameters	Shows the parameters of the broker strategy associated with each pending order. Keep in mind that the time values shown are set in local time, based on your computer's system time. Note: If you hover over the data in this field with your mouse cursor, the selected parameter data will appear in a carriage return-delimited list, rather than one long comma-delimited string.
Cancel	Lets you cancel a pending order. To cancel a pending order, click under the "Cancel" display field on the button that corresponds to the pending order that you wish to cancel. The "Order Server Authentication" box will then appear and will require that you enter your password to cancel the pending order.
Change	Lets you change the criteria of a pending order. To change the criteria of a pending order, click under the "Change" display field on the button that corresponds to the pending order whose criteria you wish to change. The "Change Order" box will then appear and will let you change the criteria of the pending order. Once you have made the changes you wish, click Change, and then click Yes, once the "Confirm Order" box appears.
Leaves Quantity	Shows the number of shares remaining for each order if only a portion of the original number of entered shares has been executed.
Expire	Shows the order expiration type selected for each order. Neovest lets you select one of 13 different order expiration types: "Day," "Day+," "GTC," "OPG," "FOK," "IOC," "GTD," "GTW," "GTM," "GTY," "GTX," "GTT," and "NOW." For complete descriptions of the order expiration types that Neovest supports, refer to the "Stock Order Ticket Descriptions" section in the "Orders" chapter in Neovest's Help documentation.
Order ID	Shows the order ID that Neovest has assigned to each order.
Reference ID	Shows the reference ID that you have assigned to each order. You may utilize reference IDs as identifiers to distinguish individual orders after they are sent from a Neovest Order Entry window and appear in a Neovest Account+ window. For information regarding how you may set reference IDs for individual orders, refer to the "Ref. IDs Tab" section in the "Order Entry Preferences" section in the "Orders" chapter in Neovest's Help documentation.
Account	Shows the account selected for each order.
User Name	Shows the user name of the person who sent each order.
Info	Shows messages generated by Neovest's Order Entry server that are pertinent to each order.

By using the preceding table as a guide, you may understand the default display fields in the Orders Pending tab in Neovest's Account+ window. For descriptions of the other display fields you may add to an Account+ window Pending tab, see the "Display Fields" section in Neovest's Help documentation.

The following table provides descriptions of the non-default display fields you may choose to add to the Orders Pending tab in Neovest's Account+ window by clicking with the right mouse button on an existing display field and selecting Show Fields from the menu that appears:

Feature:	Description:
AcctCompany	Shows the name of the company where the trading account resides.
AcctShort	Shows the name of the company where the short trading account resides.
Call/Put	Shows whether each pending option order is a "Call" or a "Put."
Commission	Shows the total commission charge for each pending order.
Completed Quantity	Shows the number of shares that have been executed for each pending order.
Currency	Shows the currency you specified for each pending order.
CUSIP ID	Shows the proprietary symbology identifier used by CUSIP (Committee on Uniform Security Identification Procedures) to identify the security associated with each pending order.
Description	Shows the company description of a particular stock symbol or the general description of a future or index symbol.
Discr. Offset (Discretionary Offset)	Shows the default Discretionary Offset value you specified for each pending order. This value is designed to allow an order to be filled outside the specified Limit Price. For example, if you enter a Discretionary Offset of ".10" for an order with a Limit Price of $50, then the order will display at $50, but the order is given discretion to fill up to $50.10.
Discr. Qty. (Discretionary Quantity)	Shows the Discretionary Quantity value you specified for each pending order. This value is generally used to determine a discretionary quantity in connection with the quantity specified in the "Display" field. This feature may be used differently in conjunction with different types of orders, so for assistance with understanding the Discretionary Quantity feature, refer to the descriptions of the order types that each Neovest supported destination provides in the "Order Entry Destinations" section for the "Orders" chapter of Neovest's Help documentation.
Display	Shows the number of shares you specified to be displayed with each pending order. Specifying a Display number lets you display a lower number of shares for an order than the actual number entered in the "Size" field. This feature is useful when you are sending a large order and you do not wish to influence the price of the entered ticker symbol in either direction.
Display Price	Shows the display price offset you specified for each pending order. This feature is designed to let you offset the Bid, Ask, Last, Mid Price, MMBid (market maker bid), or MMAsk (market maker ask) display price by any positive or negative amount. Note: A display price may be used differently in conjunction with different types of orders, so for assistance with understanding a display price, refer to the descriptions of the order types that each Neovest supported destination provides in the "Order Entry Destinations" section in the "Orders" chapter of Neovest's Help documentation.
Ex Destination (Exchange Destination)	Shows the exchange destination you selected for each pending option order. If you selected a particular exchange destination, then the destination that you selected in the "Destination" field will route your pending option order to the exchange destination you selected in this field.
Exp Month (Expiration Month)	Shows the expiration month you selected for each pending option order.
GLA ID	Shows the proprietary symbology identifier used by GL TRADE to identify the security associated with each pending order.
ID Source	Shows the preferred ID source you specified for each pending order. This feature allows you to determine an appropriate ID source when a particular destination is requiring an alternate security identification. To address the needs of multiple services in the industry that create unique names for symbols, Neovest provides a number of ID sources that you may utilize to prevent potential problems that may arise with complex orders, such as when duplicate symbols appear across different countries' exchanges during international trading. When specifying your preferred ID source, you may choose from the following Neovest-specific and standard identifiers: "CUSIP," "SEDOL," "ISIN," "RIC," and "Exchange Symbol." If you specified "CUSIP" as your preferred ID source, then you are designating that you wish to enter a Committee on Uniform Security Identification Procedures ID number to identify an individual security for an order. If "SEDOL," then you are specifying to use a Stock Exchange Daily Official List ID number—which is the code used by the London Stock Exchange to identify foreign stocks, especially those that aren't actively traded in the U.S. and that don't have a CUSIP ID number. "ISIN" refers to an International Securities Identifying Number. "RIC" implies a proprietary symbology identifier used by Reuters. And "Exchange Symbol" denotes a proprietary symbology identifier assigned by a specific exchange will be entered.
Instruction	Shows the order instruction you specified to send to the selected destination for each pending order. Note: Each destination supported by Neovest provides its own instructions; therefore, as you select different destinations, the selections in this drop-down menu will change. For information on the instructions that Neovest currently supports, refer to the "Order Entry Destinations" section in the "Orders" chapter of Neovest's Help documentation.
ISIN ID	Shows the proprietary symbology identifier used by ISIN (International Securities Identifying Number) to identify the security associated with each pending order.
Last	Shows the last traded price of a particular symbol.
Last+	Shows the last traded price including all Form-T trades of a particular symbol. Note: Form-T trades occur during pre- and post-market trading hours.
Min Fill (Minimum Fill)	Shows the minimum fill amount you determined for each pending order. This feature is designed to let you enter a minimum size requirement before a particular pending order may be filled.
Open/Close	Shows whether each pending option order was opened or closed.
P2Close	Shows the second previous close price (close as of two days ago) of a particular symbol.
Peg Offset	Shows your specified Peg Offset value, which is designed to cause each pending order to follow the best bid, offer, or midpoint price (depending on the pegging order type you selected) of the entered symbol. Each time you specify a Peg Offset value, the order will float and display at your specified increment away from the best bid, offer, or midpoint price.
Peg Type	Shows the pegging type you selected during the setup process of each order that is used to determine how each pending order will be displayed in the market. Each Neovest supported destination provides its own unique pegging types. For descriptions of the pegging types that each Neovest supported destination provides, refer to the "Order Entry Destinations" section in the "Orders" chapter in Neovest's Help documentation.
Pref MM (Preferred Market Maker)	Shows the Market Maker you specified, which in turn will signal your selected destination as to where each pending order is to be routed. You must have entered in this field the correct MMID of each Market Maker you desired for this feature to have functioned correctly.
Preferred Symbol	Shows the symbology you selected for your Neovest system. Neovest's "Symbology" feature lets you specify the symbology identifiers that will be used to request symbol data in Neovest windows. When changing your preferred symbology, you may choose from such Neovest-specific and standard symbology identifiers as "NEOVEST," "ISIN," "CUSIP," "RIC," and "GLA." For information on how you may change your symbology selection, refer to the "Symbology" section in the "Menu" chapter in Neovest's Help documentation.
Proactive	Shows whether you granted permission to your selected destination to actively attempt to fill each pending order with other destinations at the national best bid or offer (NBBO) if it could not fill the order with its book.
RIC ID	Shows the proprietary symbology identifier used by Reuters to identify the security associated with each pending order.
Security ID	Shows the unique ID of a particular symbol you entered, based on the ID source you selected, for each pending order.
SEDOL ID	Shows the proprietary symbology identifier used by SEDOL (Stock Exchange Daily Official List) to identify the security associated with each pending order.
Sessions	Shows during which session you wish each pending order to be filled. ARCA is currently the only ECN destination that allows this functionality. If ARCA was selected as the destination, then you may have entered "P1" (8-9:30 a.m.), "P2" (regular market hours), or "P3" (4-8 p.m.) as the Session time.
Strike Price	Shows the strike price you entered for each pending option order.
Ticker ID	Shows the proprietary symbology identifier used by Neovest to identify the security associated with each pending order.
Time	Shows the time of the order message (i.e., "Sent," "Pending," etc.).
Time-Date	Shows the time and date of the order message (i.e., "Sent," "Pending," etc.).
Time-Date (GMT)	Shows the time and date in Greenwich Mean Time of the order message (i.e., "Sent," "Pending," etc.).
Underlyer	Shows the underlyer you entered for each pending option order.
VolAve%	Shows the ratio of volume versus the 20-day average volume (VolAvg20) for a particular symbol. This field is scaled as a function of time (i.e., the number of minutes since the open versus the number of minutes in a trading day).

By using the preceding table as a guide, you may understand the non-default display fields you may choose to add to the Orders Pending tab in Neovest's Account+ window.

Note: Neovest lets you add, remove, and rearrange display fields in the Orders Pending tab in an Account+ window. For information regarding how you may manipulate the display fields in the Orders Pending tab, refer to the "Display Fields" sections in the "Account" chapter in Neovest's Help documentation.

In addition to the "Cancel" and "Change" default display fields that let you cancel and change your pending orders in an Orders Pending tab, Neovest lets you track, change, and cancel your pending orders via the Track Order, Change, and various Cancel selections that are available on a single menu that you may access by clicking with the right mouse button on an individual pending order in an Orders Pending tab.

If you access the menu and select Track Order, the "Order Tracking" box will appear and display all relevant information on the pending order upon which you clicked with the right mouse button. Neovest has now divided the "Order Tracking" window into two sections. The top section displays summary data, and the bottom section displays individual order tracking information.

If you access the menu and select Change, the "Change Order" box will appear and will let you change certain components (i.e., "Size," "Limit Price," "Instruction," etc.) of the pending order on which you clicked with the right mouse button.

Note: Neovest provides timesaving hot keys that let you change the size of an order more efficiently in the "Change Order" box.

The following instructions explain how you may utilize the "Size" field hot keys in the "Change Order" box:

Highlight the current value in the "Size" field.

Type a period (.), then a numeral, then press the K key to enter a value in the hundreds. For example, type ".5" and then press the K key to enter "500" in the "Size" field.

You may also type a numeral without the period in connection with the K and M keys to enter a value in the thousands and millions, respectively. For example, type "5" and then press the K key to enter "5,000," or type "5" and then press the M key to enter "5,000,000" in the "Size" field.

Once you have made the changes you wish to the pending order in the "Change Order" box, click Change.

Once the "Confirm Order" box appears, click Yes.

Note: If you do not have "Require Verification" checked in the "Security" tab in the "Order Entry Preferences" box, then the "Confirm Order" box will not appear when you click Change, and the components of the pending order that you changed will change immediately without requiring your confirmation.

If you access the menu and select Cancel, the "Confirm Cancel" box will appear and will let you click Yes to cancel the pending order upon which you clicked with the right mouse button.

Note: If you do not have "Require Verification" checked in the "Security" tab in the "Order Entry Preferences" box, then the "Confirm Cancel" box will not appear when you select Cancel, and the pending order will cancel immediately without requiring your confirmation.

Note: Neovest provides you with multiple Cancel selections in an Orders Pending tab. The following table provides descriptions of the various Cancel selections that you may access by clicking with the right mouse button on an individual pending order in an Orders Pending tab:

Feature:	Description:
Cancel	Lets you cancel the pending order upon which you clicked with the right mouse button in the Orders Pending tab.
Cancel My Symbol Orders	Lets you cancel all of your pending orders that have the same entered symbol as the pending order upon which you clicked with the right mouse button in the Orders Pending tab.
Cancel Displayed Symbol Orders	Lets you cancel all pending orders that are currently displayed in the Orders Pending tab that have the same entered symbol as the pending order upon which you clicked with the right mouse button in the Orders Pending tab.
Cancel All My Orders	Lets you cancel all of your pending orders.
Cancel All Displayed Orders	Lets you cancel all pending orders that are currently displayed in the Orders Pending tab.

Neovest also lets you double-click on values under specific display fields in an Orders Pending tab to change certain components of individual pending orders. The following instructions explain how you may change certain components of individual pending orders by double-clicking on values under specific display fields in an Orders Pending tab.

Double-click on the "Entry Price," "Quantity," or "Leaves Quantity" value that corresponds to the pending order whose components you wish to change.

Note: Once you double-click on an "Entry Price," "Quantity," or "Leaves Quantity" value in the Orders Pending tab, the "Change Order" box will appear. If you have previously added additional display fields to an Orders Pending tab that relate to the price or share quantity of a pending order, you may also double-click on any value displayed under any of these display fields to access the "Change Order" box.

Make the changes you wish to the selected pending order in the "Change Order" box, and click Change.

Once the "Confirm Order" box appears, click Yes.

Note: If you do not have "Require Verification" checked in the "Security" tab in the "Order Entry Preferences" box, then the "Confirm Order" box will not appear when you click Change and the components of the pending order that you changed will change immediately without requiring your confirmation.

Note (1): Neovest lets you click and hold on an Orders Pending tab and drag it from an Account+ window. This functionality allows you to arrange an Orders Pending tab anywhere you wish on your screen. Once you have dragged an Orders Pending tab from an Account+ window and arranged it on your screen, you may save the configuration in a Neovest layout. Once you close an Account+ window from which you have dragged an Orders Pending tab, the tab itself will also close.

Note (2): Neovest lets you click with the right mouse button on any tab's name in an Account+ window to access a menu that will let you rename the tab. For instance, instead of the title "Orders Pending," you may prefer "Working Orders." Once you click with the right mouse button on an Account+ tab's name and select Rename, the "Input" box will appear. Once you enter the "New View Name" and click OK, be sure to click on the Make All New Account Windows Like This One icon in the Account+ window's toolbar to save the new name as the default.