Articles on: Positions and Transactions

What can I do on the Positions page?

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

See a breakdown of all your portfolios positions, both open and closed
See a breakdown of all transactions that have occurred in the portfolio since inception

A few tips to help you make the most of our Positions page:

Add or remove columns by selecting the show/hide fields
Search for positions and filter by a multitude of different factors such as date range, instrument type and country etc.
By default, your summary page will not show any closed positions. You can toggle this on and off at the top of the page
Export your portfolio into an excel document by pressing “export transactions” in the top right corner, this allows you then upload the replicate in a different portfolio

Updated on: 05/04/2023

Was this article helpful?

Share your feedback


Thank you!