Portfolio Management

This function allows customers to keep track of all your investments, cash flow and assets. It gives you up-to-date information and valuation of your investments. You can view unrealized/ realized profit and loss of your investments, cash balances, and more, all in one click (Click on the tab "Portfolio management" -> "Assets management".

Profit/loss management

This function supports customers to track total gain/loss of all transactions over a period of time, analyze details of gain/loss of closed and remaining open positions compared with the closing price of the day

Open position

This function allows customers to manage number of your open positions and keep track of floating profit or gain of every open position that you are holding.

There are two ways of checking your open position:

Option 1: Click on the tab "Portfolio management" ® “Position management” ® “Open position”.

Customers can choose one, several or all positions to close easily on the open position screen. Once clicking on "Close", an order with the market price which takes the opposite position to the original trade will be shown on the screen

Option 2: Click on the option  at the bottom right of any screen and choose the icon "Position"

The steps are as follow:

• Step 1: Click on “Close” (choose Close selected positions or Close all as appropriate). Close position confirmation screen will appear as below:
• Step 2: Check information of your orders. You can leave the volume of Net unchanged if you decide to reduce your open position to zero or edit the volume to partially close an open position. Price also can be adjusted depending on your decision

• Step 3: Enter the authentication code. Next, enter or click on "Confirm" to send orders into the market, "Close" to close the request

Order history

This function allows you to view all orders for three months by clicking on the tab "Portfolio management" -> “Order history”

Customers can filter by “Series ID”, "Order type", "Channel", "Order statement" in any period