Education Center

Positions

Why Don’t I See Any Positions?

Sep 22, 2020

You can view your open and closed positions on the Positions page. From time to time, you may notice that no positions appear when you access this page. Why is this? Well, you must first select a portfolio to view the positions in that portfolio. Notice how under the Positions tab there is a drop-down box. In our screenshot above,…

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How Do I Move a Position?

Sep 22, 2020

At some point, you may need to move a position from one portfolio to another. This is easy to do. First, go to the Positions tab in My Portfolios. Next, select the portfolio which has the position that needs to be moved. This will bring up the list of positions for the selected portfolio. In the top left corner of…

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How Do I Delete a Position?

Sep 22, 2020

At some point, you may need to delete a position from your portfolio. This is easy to do. First, go to the Positions tab in My Portfolios. Next, select the portfolio which has the position that needs to be deleted. This will bring up the list of positions for the selected portfolio. In the top left corner of our screenshot,…

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Delisted Positions

Sep 22, 2020

Sometimes, you may notice that positions become delisted. If you know the position is still trading, this might seem confusing. It can happen for any number of reasons. One of the most common is that the stock has moved exchanges. Let’s pretend fake stock ABC was trading on the NYSE. Later in the year, it moved to the NASDAQ. Technically,…

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Adding Alerts from the Positions Page

Sep 21, 2020

You can add stop loss alerts to your positions from the Positions page. To get there, go to My Portfolios and then select positions. It’s easy to add alerts from the Positions page. You’ll just click the white boxes to the left of the ticker symbol and then click Add Alert at the bottom of the page. A pop-up will…

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Why Can’t I See My Closed Positions?

Sep 21, 2020

You can find your closed positions in the Positions area. You’ll need to click Closed to see them. Now, after you’ve selected Closed, you might notice that the page is blank. How could this be if you know you have closed positions? Well, take a look at the drop-down box under “Closed.” This is the Period, and it’s defaulted to…

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Position Views

Sep 21, 2020

You may want to view specific information about your positions. You can do this with Position Views. First, go to the Positions page. On the right side of this page, you’ll find the Position Views. Note: the specific views will look different in your program. We’ve set up custom views already. In our screenshot above, you can see our current…

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Navigating the Position Page

Sep 21, 2020

The Positions page is where all your open and closed positions will live. You’ll access it by clicking My Portfolios and then Positions. There will be a lot of information on this page, so we’ll take it a few sections at a time. Let’s look at the top of the page first. Note: we’ve zoomed in for this screenshot, so…

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Adding Positions – Advanced Mode

Sep 21, 2020

In this article, we learned how to add positions. In our normal adding mode, you can add open positions, along with some basic information on those positions. You might want to add some more detail, though, like adding a closed position to your portfolio. You can do this through our Advanced Mode. First, go to the Positions page and click…

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Adding Positions from the Positions Page

Sep 18, 2020

If you have a manual portfolio, you can add positions from the Positions page. You’ll do this from the Positions area of My Portfolios. In the top left corner of the Positions area, make sure to select the correct portfolio. In our screenshot above, you can see we selected our Bell portfolio. If we wanted to select a different portfolio,…

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