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

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