To see your portfolio and its summary, do the following:

  1. Click the TRADE menu
  2. Click the PORTFOLIO menu


You can see 4 pages for your portfolio

  • SUMMARY: This page would show your equity breakdown and values
  • STOCKS: This page would show your stock holdings and current values
  • FUNDS: This page would show your fund investments and current values
  • BUY POWER: This page would show your available funds for your orders


sample SUMMARY page:

sample STOCK page:


sample FUNDS page:


sample BUY POWER page: