Discover the new face of your Portfolios page

You’ll keep all the real-time data and functionality you rely on today, plus get many new features to help you navigate the markets and manage your account.

New and improved features:

  • See gains, losses, purchasing power, and available funds in one place on the new Summary page
  • Scroll less and see more with our improved design
  • Easily export your positions by copying and pasting directly into Excel
  • Get one-click access to quotes by right clicking on any symbol
  • Always see the column headers when you scroll with new locked columns
  • Find your trade ideas quickly with our new dedicated Watch Lists page
  • Revamped options experience lets you buy/sell/roll at the touch of a button

Enhanced customization:

  • See the data you want the way you want it with customized views
  • Hide the data you don't want to see with custom filters
  • Save time on your next visit with saved sort settings
  • Jot down reminders, trading plans and more with notes