Derivative Portfolio

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Portfolio

Way 1: Select Derivatives Trading → Trading → select Portfolio

Way 2: Click the "Order" button outside the price board→ Derivatives trading → select Portfolio

Features on the derivatives portfolio

Select full/light mode: Full mode will display all information of the Portfolio, while light mode will only display the necessary information (just enough in the box)
Filter by: Account Number, Stock Symbol, Position Type
Close the selected position at the floor price
Reverse alll positions
Close all positons
- Position reversal feature: The system will support customers to open a new number of opposite positions corresponding to the number of existing positions. For example: Customer has 2 Long positions, when the customer select reverse position, the system will support placing 4 Short positions for the customer to close 2 Long positions and open 2 new Short positions
- Features of closing positions with OCO condition orders: The system supports customers to close positions with OCO orders (combination of take profit and stop loss prices). To learn more about OCO condition orders and other types of condition orders, please refer to Place derivatives condition orders

Portfolio structure

Select Derivatives Trading → Portfolios and monitor the portfolio according to the criteria: