Holdings

The portfolio holdings section is great to use in your daily life, because this way you'll be able to follow you positions and compare them by the metrics you want!

Table

• Click in the "Overview", "Holdings", "Scores", etc. tabs to see your assets by the metrics that you want to analyse.

• You can also sort de table columns to reorder them by the choosen metric.

• By hovering the ticker column you can go to the search page that has the full analysis of that company/asset.

Position Details

Important to note: we use the words "Position" and "Holding" interchangeably.

This is a group of transactions that belong to a certain ticker, for example we can have 4 AAPL BUY transactions, but at the end, we only have 1 Position/Holding in AAPL.

• You can click anywhere on the "AAPL" row, excluding the ticker column, to see your position details, or you can also tab the dropdown (three dots) button to access the tabs in the position details.

• You can also delete your entire position in the selected ticker, by clicking on the delete option inside the dropdown.

• We have a lot of metrics that you can analyse for each position in your portfolio, if you want to see the behind the scenes for the calculations that we used, check out this page:

Portfolio Returns

• Then we can navigate to the "Chart" tab, and check how our holding is performing hover time.

• Finnaly we can see our position transactions, and edit them in a very intuitive way, we just tap on the "Edit" button, do our editing, and save our changes by tapping the "Save" button.

Holding historical transactions.

Editing holding transactions.