How do I see my positions?

Instructions

Use the Positions tab on the Portfolio page to see your current positions.

By default IBKR Desktop opens on the Portfolio page, but you can view it at any time using the Portfolio tab in the Left Navigation panel.

The IBKR Desktop positions tab.

The Portfolio page comprises three tabs:

Positions

  • Use the View drop-down to select a different grouping of columns in a pre-defined or custom view.

    The portfolio view dropdown

  • Elect to "Sort by" different categories.

    The portfolio sort by dropdown menu

  • Click the Filter icon The filter icon to filter by symbol and/or asset type.

  • Use the More menu The more menu icon. to Show Zero Positions and/or Show Cash Rows in your portfolio.

Orders & Trades

  • Choose to see All, Open, Canceled or Completed orders.

    The orders & trades drop down menu.

  • Toggle between trade details and summary views.

  • View up to seven days of trades.

    The view previous trades drop down menu.

  • Filter by symbol (if you enter AAPL you will only see trades on AAPL).

Balances

View account balances.

The view account balances tab.

 

Additional Resources

Learn About the IBKR Desktop Interface at IBKR Campus

Visit the IBKR Desktop Website