Mercato Trader Workstation (Mercato TWS)

Our real-time monitoring system lets you see the current state of your account at any time to give you the edge you need in changing market conditions. Real-time monitoring features include:

Mercato TWS Window

View account balances, margin, funds available for trading, market value and portfolio data for all of your products in the customizable, easy-to-read Account window.

Profit and Loss

View P&L on your trading screen and in the Account window.

Margin Requirements

Stay on top of your margin requirements with quick-glance summaries of potential deficiencies that help you avoid liquidation, and try “what if” Portfolio Margining to see your margin requirements using the Portfolio Margining system.

Trades

See daily executions as well as net trading activity by symbol in our expandable trade reports.

Alerts

Create real-time alerts based on price, time, margin and volume that notify you of important changes in the market.

Watchlist

Monitor many contracts at once in a small window that you can move anywhere on your desktop. Create, resize and move multiple named Watchlist windows to fit your own trading style.

Portfolio Analyst

Portfolio Analyst lets you quickly and efficiently analyze the performance of your account portfolio by creating and saving PDF reports suitable for presentation. Analyze your portfolio’s performance based on a set of measurement criteria and optionally compare the data to selected industry benchmarks. Once you create and save your reports, you can run, edit, or delete them.

Performance Analysis

Analyze your Mercato international portfolio on a daily, monthly, or quarterly basis.
Select either Time-Weighted Return (TWR) or Money-Weighted Return (MWR) percentage value measures.
Analyze Net Asset Value (NAV) and percentage value measures over time.
View results for multiple client or sub accounts on a single report.
View results in easy-to-read, color-coded charts.

Comprehensive Snapshot and Detailed Reports

Quickly create PDF reports for easy viewing, downloading and presentation.
View performance statistics at a glance, including your account’s return, Net Asset Value (NAV), asset allocation and distribution of returns.
Compare your portfolio’s performance against global industry benchmarks.
View additional performance statistics, including Cost Basis, Cash Flow and Mark-to-Market Values.

Performance attribution

The Performance Attribution Report helps you determine how your asset allocation and selection of securities affects your portfolio’s performance when compared to the performance of the S&P 500 Index. This report includes summary tables, a line chart, a bar chart, and a scatter plot that shows how your portfolio outperformed or underperformed the S&P 500 Index.

Account Management

All Mercato clients are given access to their own online Account Management console, which they can use to easily manage all key aspects of their account. Learn more about Account Management below.

Reporting

  • View real-time trade confirmation reports.
  • Generate margin reports to see the margin requirements for all positions.
  • Create and run “Flex Queries” — highly customizable report templates for Activity Statements and Trade Confirmations.
  • View a number of supplemental reports, including Value at Risk and Stress Test Summary reports.
  • Use Portfolio Analyst to evaluate the performance of your portfolio and compare your results against industry benchmarks.

Trading

  • Use QuickTrade to submit orders from within Account Management without having to open a trading platform.
  • Upgrade your trading permissions, and subscribe to research and market data.

Security

  • Change your account password or email address.
  • Activate your Secure Login System security device to protect your account.

Funding

  • Set up fund deposits, withdrawals and transfers for your Mercato account.
  • Check the status of your deposits, withdrawals and transfers.
  • Save and reuse financial institution information for future transactions.
  • Authenticate pending withdrawal, wire or instruction requests.

Account Configuration

  • Change personal account information such as account title, name or address.
  • Link multiple accounts together with a single login.
  • Sign up for a Paper Trading account, which lets you enjoy the full range of Mercato TWS’s trading capabilities in a simulated environment.
  • Upgrade a Cash Account to a Margin Account, or a Reg T Margin account to a Portfolio Margin Account.

Mobile Trading

Mobile Trading on the Go

Mercato’s Handy Trader & TabletTrader provides you with the mobile solutions you need when you are on the go. Trade stocks, options and other securities from just about any mobile device.

Our state-of-the-art Handy Trader & TabletTrader provides electronic access to your account from your iPhoneTM, iPadTM, Android® phone, Android® tablet or BlackBerry®. Handy Trader & TabletTrader lets you enter and manage orders, view executions, and monitor your portfolio, account balances and more all from your mobile device.

Trading Solutions for Your Mobile Device

Apple iOS Trading

iPhone & iPod Touch are all capable of downloading and running Handy Trader. iPad devices are all capable of downloading and running TableTrader. The only requirement is that the Apple device be running iOS 5 or later.

Android Trading

All Android devices, regardless of manufacturer, are supported and can run either Handy Trader or TabletTrader. The only requirement is that the operating system be Android 1.6 or later.

BlackBerry Trading

Handy Trader can run on the majority of Blackberry Bold, Storm and Curve devices. The only requirement is that the device run Blackberry software is 4.3 or later.