Portfolio
Instructions
View current positions along with key account metrics like Daily P&L, Market Value. Expand details to view Net Liquidity, Excess Liquidity, Maintenance Margin, SMA, and Realized and Unrealized P&L.
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Tap the Portfolio icon from the tab bar.
Other tasks you can perform on the Portfolio page:
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To search for positions, select the magnifying glass in the top right corner.
To configure the Portfolio and change the sort, select the three dots in the top right corner icon.
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FX Portfolio: Includes currency positions in the list of positions.
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Cash Balances: If checked, all currency balances are displayed at the bottom of the Portfolio page.
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Zero Positions: Displays closed positions.
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Close Positions: Tap to show the order ticket to close 100%, 75%, 50% or 25% of all positions in your Portfolio. Use the Amount and Positions Filter field to modify the percent and type of positions to close.
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Manage Columns: Tap to manage included (checked) and available (not checked) columns.
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To view more key metrics, tap the Details down arrow.
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To view Instrument Details, tap a position.
Additional Resources
Learn About the Portfolio in IBKR iPhone Interface at IBKR Campus