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shows key account metrics like \u003Cstrong>Net Liquidation Value\u003C\u002Fstrong>, \u003Cstrong>Daily P&L\u003C\u002Fstrong>, \u003Cstrong>Unrealized\u003C\u002Fstrong> \u003Cstrong>P&L\u003C\u002Fstrong>, \u003Cstrong>Excess Liquidity\u003C\u002Fstrong> and more. Click \u003Cstrong>Details\u003C\u002Fstrong> to view more metrics and see values for both your securities and commodities segments.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>The \u003Cstrong>Positions\u003C\u002Fstrong> tab shows your individual positions and your cash balances just below under \u003Cstrong>Cash.\u003C\u002Fstrong>\n\u003Cul>\u003Cli>Customize the columns displayed in the Portfolio by clicking the \u003Cstrong>(three horizontal dots) menu icon\u003C\u002Fstrong> next to Daily P&L\u002FMarket Value and selecting \u003Cstrong>Edit Columns\u003C\u002Fstrong>. You can also use this menu to \u003Cstrong>Show Virtual FX Positions\u003C\u002Fstrong> and to \u003Cstrong>Close All Positions.\u003C\u002Fstrong>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>Select the \u003Cstrong>Performance\u003C\u002Fstrong> tab to see the \u003Cstrong>Portfolio Performance\u003C\u002Fstrong> chart of your overall cumulative rate of return that you can compare against a benchmark index, and the \u003Cstrong>Portfolio\u003C\u002Fstrong> \u003Cstrong>Allocation\u003C\u002Fstrong> chart in the right corner with your portfolio allocation by asset class, sector or industry, and your positions are shown below the charts. \u003C\u002Fli>\u003Cli>Select the \u003Cstrong>Impact Dashboard\u003C\u002Fstrong> tab to evaluate your portfolio so that you can make adjustments and invest in companies whose responsible world view coincides with your own.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Finally, on the Client Portal \u003Cstrong>Home\u003C\u002Fstrong> page you can see \u003Cstrong>Your Portfolio\u003C\u002Fstrong> widget which shows settled cash, buying power and dividends, and provides quick links to Deposit and Withdraw funds.\u003C\u002Fp>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F109011172\">Can I configure the Client Portal Home page?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F64163965\">Where can I see my actual cash balances in Client Portal?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F115041917\">How do I close a currency balance in Client Portal?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F56698676\">How do I close a position in Client Portal?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F117403577\">What is the Impact Dashboard?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1207,1213,1215,1217],{"id":629,"title":630,"feedback_context":1208},{"request_context":1209,"type":1210,"id":629,"faq_id":629,"timestamp":1211,"cir_id":1212},"faq-browser-public,faq-browser-1:JFaqHTTP5-a4a9216c-b5e7-46a6-b651-44c7033e10f7","FAQ_NAVIGATION",1794548778260,"c9a7bab2-f475-40b5-9059-c06434dc31af",{"id":985,"title":986,"feedback_context":1214},{"request_context":1209,"type":1210,"id":985,"faq_id":985,"timestamp":1211,"cir_id":1212},{"id":994,"title":995,"feedback_context":1216},{"request_context":1209,"type":1210,"id":994,"faq_id":994,"timestamp":1211,"cir_id":1212},{"id":1002,"title":1003,"feedback_context":1218},{"request_context":1209,"type":1210,"id":1002,"faq_id":1002,"timestamp":1211,"cir_id":1212},"\u003Cp>To access your portfolio in Client Portal:\u003C\u002Fp>\u003Cul>\u003Cli>Click on \u003Cstrong>Portfolio\u003C\u002Fstrong> in the top menu and select \u003Cstrong>Positions.\u003C\u002Fstrong>\n\u003Cul>\u003Cli>The dashboard in the upper part of the page shows key account metrics like \u003Cstrong>Net Liquidation Value\u003C\u002Fstrong>, \u003Cstrong>Daily P&L\u003C\u002Fstrong>, \u003Cstrong>Unrealized\u003C\u002Fstrong> \u003Cstrong>P&L\u003C\u002Fstrong>…\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Ful>",[1221,1234,1242,1250],{"id":1222,"title":1223,"feedback_context":1224,"short_description":1227,"source":1228,"slug":1233},"43908875","How can I view my margin requirements in Client Portal?",{"request_context":1209,"type":1225,"id":1222,"faq_id":1222,"timestamp":1226,"cir_id":1212},"FAQ_SIMILAR",1794548778282,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_MARGIN_REPORTS\">VIEW MARGIN REPORTS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>You can see your real-time as well as the end-of-day margin requirements in Client Portal…\u003C\u002Fp>",{"id":1229,"title":1230,"link":1231,"sourceType":1232},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=43908875","FAQ","view-margin-requirements-client-portal-43908875",{"id":1235,"title":1236,"feedback_context":1237,"short_description":1238,"source":1239,"slug":1241},"27271551","How do I hide or show my Virtual FX Positions?",{"request_context":1209,"type":1225,"id":1235,"faq_id":1235,"timestamp":1226,"cir_id":1212},"\u003Cp>\u003Cstrong>To hide or display your FX Virtual Positions in the Portfolio page of Client Portal:\u003C\u002Fstrong>\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Select \u003Cstrong>Portfolio\u003C\u002Fstrong> from the top menu followed by \u003Cstrong>Positions\u003C\u002Fstrong> and click the \u003Cstrong>menu icon\u003C\u002Fstrong> \u003Cstrong>(three horizontal dots)\u003C\u002Fstrong> next to Daily P&L\u002FMarket Value\n2…\u003C\u002Fli>\u003C\u002Fol>",{"id":1229,"title":1230,"link":1240,"sourceType":1232},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=27271551","hide-show-virtual-fx-positions-27271551",{"id":1243,"title":1244,"feedback_context":1245,"short_description":1246,"source":1247,"slug":1249},"73522150","How do I navigate between screens in Client Portal?",{"request_context":1209,"type":1225,"id":1243,"faq_id":1243,"timestamp":1226,"cir_id":1212},"\u003Cp>You can navigate through Client Portal several ways:\u003C\u002Fp>\u003Cul>\u003Cli>Click an item in the top menu to go to that page (\u003Cstrong>Home\u003C\u002Fstrong>, \u003Cstrong>Portfolio\u003C\u002Fstrong>, \u003Cstrong>Trade, Research\u003C\u002Fstrong>, \u003Cstrong>Transfer & Pay\u003C\u002Fstrong>, \u003Cstrong>Performance & Reports\u003C\u002Fstrong>, \u003Cstrong>Education\u003C\u002Fstrong>).\u003C\u002Fli>\u003Cli>Click the \u003Cstrong>User menu\u003C\u002Fstrong> (head and shoulders icon in the top right corner) to access …\u003C\u002Fli>\u003C\u002Ful>",{"id":1229,"title":1230,"link":1248,"sourceType":1232},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=73522150","navigate-between-screens-client-portal-73522150",{"id":1251,"title":1252,"feedback_context":1253,"short_description":1254,"source":1255,"slug":1257},"80175647","How can I see news, research, reports and company fundamentals in Client Portal?",{"request_context":1209,"type":1225,"id":1251,"faq_id":1251,"timestamp":1226,"cir_id":1212},"\u003Cp>To see news, research, reports and company fundamentals for an instrument in Client Portal:\u003C\u002Fp>\u003Cul>\u003Cli>Click on the symbol from a \u003Cstrong>Watchlist\u003C\u002Fstrong>, \u003Cstrong>Market Scanner\u003C\u002Fstrong> or \u003Cstrong>Portfolio\u003C\u002Fstrong> page and select the \u003Cstrong>Research\u003C\u002Fstrong> icon in the top right corner of the page\u003C\u002Fli>\u003Cli>From the…\u003C\u002Fli>\u003C\u002Ful>",{"id":1229,"title":1230,"link":1256,"sourceType":1232},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=80175647","see-news-research-reports-company-80175647",{"request_context":1209,"type":1259,"id":1203,"faq_id":1203,"timestamp":1211,"cir_id":1212},"FAQ_CONTENT","see-portfolio-client-portal-35810035"]