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      2. Positions & Transactions
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      What can I do on the Positions page?

      Administrators only

      Here are the main things you can do on this page:



      • See a breakdown of all your portfolios positions, both open and closed
      • See a breakdown of all transactions that have occurred in the portfolio since inception

      A few tips to help you make the most of our Positions page:



      • Add or remove columns by selecting the show/hide fields
      • Search for positions and filter by a multitude of different factors such as date range, instrument type and country etc.
      • By default, your summary page will not show any closed positions. You can toggle this on and off at the top of the page
      • Export your portfolio into an excel document by pressing “export transactions” in the top right corner, this allows you then upload the replicate in a different portfolio