How to View Your Portfolio

If you already have a Portfolio, the default Home page shall be a Watch List of your portfolio on the left panel, showing all the securities in Open, High, Low, Close (OHLC) view and arranged in ascending alphabetical order by ticker symbol with the first security is selected.

 
Portfolio as Default Homepage
If you don’t have a Portfolio yet, the default watch list shall display the securities under the PSEI index in OHLC view, arranged in ascending alphabetical order after the PSEI.XPSE item.


 
Default Home Page

Note: When selling all position, the platform will keep track of your sold positions intra-day. The sold position will be remove from your portfolio tab, in the next trading day.