Equity portfolio

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Equity portfolio

Portfolio

Way 1: Select "Equities trading" -> "Trading" -> "Portfolio"

Way 2: Click "Order" button on priceboard -> "Equities Trading" -> " Portfolio"

Features on the stock portfolio include:

Click the expansion icon in the right corner of the portfolio screen to access the Detailed Portfolio screen, where customers keep track of all information related to the stock symbol they are holding
Filter by: Account number, stock symbol
Sell the selected symbol
Sell all portfolio
Export excel file

Portfolio structure

Select Equities Trading → Portfolio and monitor the stock portfolio according to the criteria:

Filter by: Account number, stock symbol
Chart of portfolio structure by: stock symbol, industry, type of security
Export excel file

Open account Equity market Derivatives market Price board