Closing a position instead of deleting it will keep a record of your gains and losses on your “closed positions” page.
IMPORTANT: Sold positions (partial or complete) that are synchronized should update automatically. It can take 1 to 4 days for these positions to update.

To close an entire position that has been sold, take the following steps:

  • First, click on the Positions & Alerts tab (1) in the main menu at the top of the page.
  • Next, click on the Positions tab (2).
  • Then, click on the down arrow in the Actions column. Click on Close Position (3)
  • Select “Close Position” (4)

click the triangle and click close

The Close Position window will display as follows:

close position form

  • Enter/edit the Close Date (1). It will default to today’s date.
  • Next, enter the Close Price (2).
  • Then, enter the Brokerage Commission, if applicable (3).
  • If you would like to set a Re-Entry Rule alert on this position and have it entered into your Watch Portfolio, select Yes for “Set Re-Entry Alert” (4).
  • Click the OK button (5), and the position will be moved to the Closed Positions page.
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