Working with the Positions Page

From the Positions page, you can view your current holdings grouped by Account, Account Type, Asset Class, Investment Type and Security Type. You may filter the accounts presented based on the selected account. For more information, see Selecting Accounts.

The Positions page displays position information across four sub-tabs as follows:

Market Value--Displays the market value of positions by Account, Account Type, Asset Class, Investment Type and Security Type
- Positions Today--Allows you to see how your positions have changed so far today. This is the default view of the Market Value tab
- Overall Returns--Allows you to see how your positions have performed over the entire time you’ve owned them. For more information see Viewing Positions by Overall Returns
Unrealized Gain/Loss--Displays the details of unrealized gain or loss of positions
Realized Gain/Loss--Displays the details of realized gain or loss of positions
My View--In addition to the values in the Market Value tab, My View enables you to customize your own view of positions across a wide choice of columns

You can export the displayed data in to CSV and XML formats. To export the data, click the:

icon to export the displayed data into CSV format
icon to export the displayed data into XML format

Note: To view all positions, you need to add all your accounts in the Update Profile page. At least one account should be added to your profile to view positions. If you do not hold any position with any of the accounts, the system displays a message No Positions Available.

See the Features in the Account Summary section in Accounts Summary for the alternative path to visit the Positions page.