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Portfolio

Review open and closed positions, execution history, and the record of your trading activity.

Guide structure

This page is the home for everything related to portfolio. The sections below define the guide as it grows.

01

Portfolio workspace

Coming next

The portfolio view and the difference between live positions and historical records.

Detailed guidance will be added here.
02

Trade history

Coming next

The details stored for each trade, including the full execution trail.

Detailed guidance will be added here.
03

History and imports

Coming next

How historical activity becomes part of the same review workflow.

Detailed guidance will be added here.