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How do I view my trades and performance?
How do I view my trades and performance?
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Written by Chanel Schermers
Updated over 6 months ago

On the web:

To view how your holdings and see how they have been performing select the account you made the trades from. A dashboard with a graph should appear a few days after you have placed your first trade. Select "Open Trades".

Under "Open Trades" you will be able to view each trade with the amount purchased (Lots) as well as the price it was purchased at (Open Price) and the current price.

On the App:

Currently, on the app you can see the volume and current price of the shares your have purchased. To view on account and trade level select the "Accounts" tab and then scroll down to "My Positions".

Select the "Overview" tab on the bottom menu to view the performance of your portfolio as a whole.



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