Positions and each asset's page

Step by step

1. 1Go to Positions. Search by symbol or name and filter by class or group.
2. 2Choose which extra columns to see. The By broker tab shows each account separately.
3. 3Tap an asset to open its page.
4. 4In the Notes tab write your thesis, what to watch and your buy and sell target prices (separate several with commas).

What you will see

• The page has tabs: Summary, Analysis, The fund (for ETFs), Dividends, Earnings, Estimates, Operations and Notes.
• The price chart shows your average cost, your target prices and the cheap and expensive zones.
• Buttons to add it to your Watchlist, to a group, or to ask your AI about it.
• The Today's map tab: everything you hold, watch or sold, by sector, coloured by how much it moves today.

Common problems and questions

How is the average cost calculated?

With lots: each buy is a lot with its price and date. When you sell, the oldest lots go first. The average cost is that of the lots you still hold.

I want an alert when it reaches my price.

Put the price in Notes: with alerts turned on we let you know. See alerts.