Position Card Page Financials

Dec 07, 2020

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This tab shows you financial information for your position.

Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab.

click a ticker

There are several tabs on this page.

We’ll want to click the Financial tab.

Type drop down in Financials

Take note of the Type drop down.

You can use this to switch between viewing the:

  • Income Statement
  • Balance Sheet
  • Cash Flow Statement
  • Financials Ratio

And on the right side of this area, you can choose Annual or Quarterly. When the option is colored in, that’s the option you’re viewing. In our screenshot above, we were viewing an Annual Income Statement.