Keeping your portfolio organized is now easier than ever! By popular demand, you can now sort your entire portfolio by more columns. Simply tap the column by which you want to sort. Tap multiple times to change the sort order from ascending to descending. The column by which the page is sorted is underlined; blue underline indicates ascending order and red underline indicates descending order.
In addition to the current columns, we've also added more new data points! Now choose to sort your portfolio by:
To add Portfolio columns: Tap the "More" menu then tap the "Manage Columns" icon to the left of the Gear icon. Tap "+ Add Columns" at the bottom of the screen to display all available categories/columns. Tap to expand a category. Tap a column to add to (or remove from) your Portfolio.
Try out new FX Conversion tool, designed to simplify managing your currency balances. Also, you can now close a currency balance directly from either the Account or Portfolio screen.
The new Watchlist Library provides effortless synchronization of your Watchlists across all platforms, ensuring you get the latest version whether you're logging into mobile, desktop, or Client Portal. There is no need to decide which lists to import or sync, as all of your lists are always available no matter where you are. And we've made it easier than ever for you to get started by offering a library of Watchlists to jump-start your trading. In cases where you've added a product on desktop that isn't yet supported on mobile or Client Portal, it's preserved and displayed correctly in all versions.
Now Position and P&L fields are available in the list of fields to add to your Portfolio, Watchlists and more. Values are shown in base currency by default. Values that have been converted to base from another currency are displayed in italics. MOdify using the Display section of Configuration.
We have combined the display or your Orders and Trades into one window, Orders & Trades, with two separate "tabbed" pages.
US clients can now use electronic transfers via the Automated Clearing House (ACH) network to quickly and securely deposti funds, pay subscriptions and other recurring expenses - and more - right from your account. Enroll in the Integrated Cash Management program via the Transfer & Pay menu in Client Portal/Account Management to get started!