Articles on: Portfolio Analytics

What can I do on the P&L Position page?

Here are the main things you can do on this page:

See Top 5 Movers by P&L
See Bottom 5 Movers by P&L
See positions in your Portfolio by Absolute P&L

A few tips to help you make the most of our P&L Position page:

There is a toggle in the top right corner of the histogram that will allow you to include closed positions in the chart
Hovering over the bars on the histogram will give you a readout of the value of the position, its P&L and the custodian
Toggle between Open and All to see which closed positions have realized a large profit or loss

Updated on: 05/04/2023

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