Learn how to make the most of the Positions and Transactions pages and their features
Start exploring
The positions and transactions monitors help you view and sort what you own to better understand what makes up your portfolio.
You can switch between these categories on the side bar or within the chart itself. All of the following features besides insights are available on the transactions page as well.
Narrow down your search
Experiment with preset or custom timeframes with the "Date Range" filter.
You may want to see various key points about your positions and transactions. You can “Filter by” and “Group by” different categories, select a variety of columns, and add dividends.
These customizations help you sort and view your positions and transactions in the way you want.
Need help finding something?
If you're looking for details on specific positions or transactions you are able to search for them. You are also able to click an individual position or transaction to see even more details.
Take advantage of our insights
Certain positions have tailored insights that can help you analyze your portfolio and start thinking like a professional.
Export to Excel
Whether it's to share or view the information in a different format, if you ever need to export your positions you can do this by clicking the 'Export to Excel' button and it will download the file for you.
If you use the search function or filters before exporting it will only download data on the current positions or transactions.
If you’d like to learn more about how to make the most of each page, we have similar walkthroughs linked below.