Disnat Classic Tour

Portfolio view
Action menu
Market
Performance
Current orders

My Account > Portfolio view > Portfolio view

The Portfolio View section allows you to view your holdings in detail. A summary table is displayed at the top-right corner of the screen.

Use the Account Number drop-menu to see the details for another account, and the Market View and Performance View tabs to select the information you would like to see. For your convenience, you can view all the positions in all your accounts at once. To do so, select "View All" from the Account Number drop-menu. You can also narrow the list using the drop-down menu in the top left corner, so that all or only one type of security is displayed at a time.

My Account > Portfolio view > Pop-Up Action Menu

Throughout the website, you can click almost anywhere within a row showing a security to display a convenient Action Menu. With one click you can jump to a trade ticket for that security and get a quote, chart, option chain, analytics or fundamental research on it. You can also easily add it to one of your watch lists.

My Account > Portfolio view > Market View

The Market View tab displays the complete quote data for each holding.

My Account > Portfolio view > Performance View

The Performance View tab displays less quote detail but more performance information such as quantity, date and price of purchase as well as the dollar gain, percentage gain and annualized yield for each security position.

My Account > Portfolio view > Current Orders

This table shows all outstanding orders as well as the current day's executed and rejected orders. Click on a column header to sort your list of orders by that criterion. Clicking on the header more than once will alternate between ascending (▲) and descending (▼) sort orders.

Click on the "Refresh" button at the bottom of the panel to update the display. Click anywhere in a row to expand and retract the details of a particular order.