View Positions

Use the Portfolio menu to view your positions. To do so, please take the steps outlined below.

Instructions

  1. Click the Portfolio menu The portfolio menu icon. from the top left corner of your screen.

  2. Click the Positions tab

    The positions tab on the IBKR desktop.

  3. Click the configure wheel icon in the top right corner to edit the displayed columns.

    The configure wheel icon on ibkr desktop.

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

    The portfolio view dropdown

  5. Elect to "Sort by" different categories.

    The portfolio sort by dropdown menu

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

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

 

Additional Resources

Learn About the IBKR Desktop Interface at IBKR Campus

Visit the IBKR Desktop Website