Viewing your portfolio

A portfolio is a collection of financial assets held by an individual or entity. The portfolio can include a variety of different types of investments such as stocks, bonds, mutual funds, EFTs, options, futures, and currencies.

The left side includes options for your Account like:

• Buying Power

• Equity

• Margin Used

• Leverage

After choosing from your options you can either select to withdraw or deposit.

In order to place an order, first select an instrument.

Upon selecting an insturment on your left side panel you may then choose from your options such as:

• Positions

• Orders

• Fills