Portfolio

A brokerage account’s holdings, grouped by underlying. It needs a connected brokerage account; see Brokerage accounts.

A Schwab portfolio: a QQQ iron condor and an SPY call calendar, each leg with quantity, cost, change, bid and ask, and value, grouped under its underlying, with totals.

What it shows

Market value and today’s change in the top bar, then a row per underlying with its price and upcoming earnings and dividends, and a row per position: Qty, Cost, Change, Bid/Ask, and Value, with a Total.

Settings

Configure sets the Brokerage and Account.

Actions

  • An underlying’s ⋮ opens Open Book, the symbol in other widgets, and Trade.
  • A position’s ⋮ opens a Trade Ticket to Close Position, Increase Position, or, for options, Roll Position, already filled in.
  • The top bar’s ⋮ opens Open Balances and Open Orders.