To record Trading P&L Snapshots, use one of the following methods:

Ad-hoc Snapshots

Ad-hoc snapshots refer to snapshots taken of the Trading P&L Summary at a nonspecific time. Taking an Ad-hoc snapshot may consume significant computer resources, so we recommend taking them only during low-use periods during the day.

To take an Ad-hoc snapshot:

  1. Open the Trading P&L Summary.
  2. Click .

To retrieve a snapshot, on the Trading P&L Summary Parameters panel, select it from the Snapshot drop-down menu. Each snapshot includes values as they were calculated based on the Profile selected at the time the snapshot was taken.