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My Positions

The My Positions section lists all the tickers you have purchased.

My Positions List

The List View​

Your positions are displayed in rows.

  • (Count): The number in parentheses in the section header indicates how many positions you currently have.
  • Color Coding:
    • Gold: Tickers that represent a meaningful part of your total portfolio.
    • White: Tickers that are not currently a significant portion.
  • Sector Info: Each row displays the sector the ticker belongs to and a truncated company name.

Data Columns​

Each row displays four key pieces of information:

  1. Qty (Quantity): The number of fractional shares you hold.
  2. Avg (Average Price): Your average entry price (we advocate dollar-cost averaging).
  3. Value (Market Value): The live value of your total fractional shares.
  4. P/L (Profit / Loss): The difference between Market Value and Cost Basis (Quantity × Average Price).

Hidden Features​

Sort by Clicking

Click on the My Positions title to cycle through sort options. The current sort metric will turn Gold in the header.

  • Alphabetical (Default)
  • Quantity (Qty)
  • Average Price (Avg)
  • Market Value (Value)
  • Profit / Loss (P/L)
Quick Action

Click on the blank space in any row to instantly jump to the Trading Cards (Buy/Sell) for that ticker.

Icons & Navigation​

  • Goal: The subtitle states a goal, e.g., "Sustain Structure."
  • Briefcase Icon: Links to your Portfolio Advisor, a weekly audio review of your holdings.
  • Robots Icon: Links to your Sharing Network.