Position Card Page – Overview
To access the Position Card Page, go to the Positions & Alerts page. Then, click a ticker symbol.
The Position Card Page gives you details on your holdings’ performance.
In the upper left-hand corner, you’ll find the basic information.
We’ve included the ticker, if the holding appears in any other portfolio, the latest close, and our proprietary indicators.
To the right of this, you’ll find some action items.
You can switch between positions and portfolios up top. You can also close, copy, and delete the position.
Below this, you’ll find the position tabs and the position’s chart.
Go ahead and click through those tabs to learn more.