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 
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: 
  • Filter by: Account number, position type, contract code
  • Export excel file
 

 
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