Portfolio
Every position you hold right now, across all your connected broker accounts, on one page.
On this page
What it shows
Portfolio lists the open positions in each of your connected accounts, read live from the brokers. It shows what you hold now, not history. For past trades, use the Trade Journal.
| Column | What it is |
|---|---|
| Symbol, Side, Qty | The position as the broker reports it. |
| Avg entry | Your average entry price. |
| Current | The latest price. |
| Market value | The position's value at the current price, as the broker reports it. |
| Unrealized P&L | What you'd make or lose if you closed now. |
| Allocation | This position's share of the account's total market value. |
The totals at the top add up market value and unrealized P&L across every account, and count the accounts holding positions.
Closing a position
Open the account from Broker accounts and use Exit next to the position. See Broker Connections.
↑ ↓ to move · Enter to open · Esc to close