To access your portfolio in Client Portal:
- Click on Portfolio in the top menu and select Positions.
- The dashboard in the upper part of the page shows key account metrics like Net Liquidation Value, Daily P&L, Unrealized P&L, Excess Liquidity and more. Click Details to view more metrics and see values for both your securities and commodities segments.
- The Positions tab shows your individual positions and your cash balances just below under Cash.
- Customize the columns displayed in the Portfolio by clicking the (three horizontal dots) menu icon next to Daily P&L/Market Value and selecting Edit Columns. You can also use this menu to Show Virtual FX Positions and to Close All Positions.
- Select the Performance tab to see the Portfolio Performance chart of your overall cumulative rate of return that you can compare against a benchmark index, and the Portfolio Allocation chart in the right corner with your portfolio allocation by asset class, sector or industry, and your positions are shown below the charts.
- Select the Impact Dashboard tab to evaluate your portfolio so that you can make adjustments and invest in companies whose responsible world view coincides with your own.
Finally, on the Client Portal Home page you can see Your Portfolio widget which shows settled cash, buying power and dividends, and provides quick links to Deposit and Withdraw funds.
Additional Information