Welcome to the tutorial for your client report reporting dashboard. All your important information can be categorized and reported via widgets. Widgets are like standalone reports that can be added or removed from your customized homepage.

On your first login to the reporting dashboard, you'll be given a default layout. As you make changes, the dashboard will save and follow you for your next login. You can add more widgets, or remove them with the X in the corner. Additionally, you can always view the full detailed reporting suite by clicking on the "Reports" menu item, or by clicking the arrow on selected Widgets.

Let's take look at our widgets below:

  • Notifications – View important notifications about your Lightspeed account here. Click the X to mark it as read.
  • Account Summary – Account value, Long Market Value, Short Market Value, Cash for current trade date and prior trade date.
  • Margin Summary – Margin accounts can view their current Margin Equity, Excess Equity, Margin Percent, Total Equity, Overnight Buying Power, Buying Power and Available to Withdrawal values. Portfolio margin accounts can view PM Equity, PM Requirement, PM Excess, Day Trade Multiplier, Total Equity, House Requirement, House excess, Long Market Value, Short Market Value, Gross Market Value, End of Day Limit, GMV/Equity, and Approved leverage factor.
  • Profit/Loss Summary – Profit/Loss over prior day, Month to Date, and Year to date.
  • MTD Summary – By day End of Day Equity, Cash I/O, and Profit/Loss.
  • YTD Summary – Last business day of the month by day End of Day Equity, Cash I/O by month, and Profit/Loss by month.
  • Margin Calls – Displays any open margin calls in account by type. This widget will only show up if there are open calls. Widget cannot be closed.
  • Easy to Borrow (ETB) Search – Search is a security is easy to borrow.
  • Non-Marginable Search – Search is a security is marginable
  • My quick links
  • Trade confirms – Download your trade confirm from the prior 7 days.
  • Statements – Download your monthly statement by month for the current year.
  • Tax documents – Download your 1099 tax document from prior year.
  • Upcoming Events – Rotating schedule of education webinars offering by Lightspeed.
  • Twitter – View our latest tweets.
  • Partners – Rotating view of partners of Lightspeed.

Leave a comment

Please leave comments or suggestions.

Please rate your experience:

Poor Excellent

Security Level

SMA is the leader in providing predictive sentiment data feeds to the world’s largest financial and trading firms. The table below shows sentiment metrics, as well as sentiment trends on a single security. This table updates every minute, 24/7. The metrics are only produced when there are sufficient conversations on Twitter. Click on ⓘ by the metrics for more information.

Coming Soon
Coming Soon

This is provided for informational purposes only and should not be regarded as an offer to sell or as a solicitation to buy any product or as an offer to participate in any particular trading strategy to which this information relates. Day trading generally is not appropriate for someone of limited resources and limited investment or trading experience and low risk tolerance. You should be prepared to lose all of the funds that you use for day trading. Day trading requires in-depth knowledge of the securities markets and trading techniques and strategies. You should have appropriate experience prior to engaging in day trading. Market volatility and volume may delay system access and trade execution. This information is obtained from sources believed to be reliable, but we do not represent that it is complete or accurate and should not be relied upon as such. Opinions expressed herein are subject to change without notice. Past performance is not indicative of future results. This information does not replace or supercede your normal trade confirmations or your client statement, provided though the courtesy of Lime Brokerage, LLC. This information is subject to daily market fluctuation and is not intended for tax purposes. Member SIPC.

System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. Securities executed through Lime Brokerage LLC (Member FINRA, SIPC)