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 from the tab bar.
Other tasks you can perform on the Portfolio page:
To search for positions, swipe down to display the Search for symbol field.
Enable FX Portfolio: Includes currency positions in the list of positions.
Show zero positions: Displays closed positions.
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.
Manage Columns: Tap to manage included (checked) and available (not checked) columns.
Sort Options: Positions are sorted by the checked field. Use the up/down arrow next to the selected sort field to toggle between ascending and descending sort.
To view more key metrics, tap the Details down arrow.
from the tab bar.
To configure the Portfolio and change the sort, 