View current positions along with key account metrics like Daily P&L, Market Value. Expand details to view Net Liquidity, Excess Liquidity, Maintenance Margin, SMA, and Realized and Unrealized P&L.
To view your Portfolio,
Tap the Menu icon and select Portfolio.
Other tasks you can perform on the Portfolio page:
To search for positions, tap the magnifying glass "Search" icon.
Enable FX Portfolio: Includes currency positions in the list of positions.
Group Complex Position Legs: Shows multi-leg spreads and strategies as a single position. If unchecked, legs are shown separately.
Show Cash Balance: If checked, all currency balances are displayed at the bottom of the Portfolio page.
Show zero positions: Displays closed positions.
Sorting: Tap to choose the sorting field. Choose from Instrument, Unrealized P&L, and Asset Class.
Close All Positions: Tap to show the order ticket to close 100%, 75%, 50% or 25% of all positions in your Portfolio. Use the Amount and Positions Filter field to modify the percent and type of positions to close.
Columns: Tap to manage included (checked) and available (not checked) columns. To change the order of columns, grab and drag the three-line "move" icon up (will move column to the left) or down (will move column to the right) in the list.
To view more key metrics, tap the Details down arrow.