Trading User Guide - Understanding Your Portfolio

Trading User Guide - Understanding Your Portfolio

A portfolio is a collection of investments held by an investor e.g. shares, bonds. In your portfolio, you will find the following: 

Summary

This is a table that displays all the assets that you own and your portfolio value.

Equities

This is an overview of all the shares you own and the portion of each share in your portfolio. A table also displays all the shares you own, average cost, market value, and total cost.

Transactions

This is a summary of all the trading transactions that you have done e.g. when you bought or sold shares and at what price. 

Account

On this page, you can deposit cash, make withdrawal requests and download your transaction statements.

You can also view the funds available in your account, available trading funds, pending orders, and withdrawal requests.

Happy Investing ðŸ˜Š

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