View Positions in Real Time

Instructions

To view real time positions in the Org Portal, please take the steps outlined below.

  1. Select the Symbol or Site Search bar at the top of any page in the Org Portal.

  2. Type Portfolio in the Search box and press Enter on your keyboard

  3. Select the Portfolio option under Tools & Features.

    The portfolio panel in portal

See each position, the last traded price, the % change in price and the current market value of each position. Add or remove columns by clicking the ellipsis menu (three dots) on the right of the portfolio positions menu. Review a chart and quote details for an asset by selecting the asset from the portfolio list.

The view positions in real time panel in portal.

View your portfolio performance. Sort the timeline by selecting seven day, month to date, one month, year to date or one year.

The portfolio performance panel in Portal.

View a cash summary of your account by currency. From this menu you can also deposit funds, withdraw funds, convert currency and pay bills.

The cash report panel in portal.

The Impact Dashboard allows clients to select their personal investment criteria from 13 Impact values and principles, including:

  • Clean Air

  • Racial Equality

  • Pure Water

  • LGBTQ Inclusion

  • Ocean Life

  • Company Transparency

  • Land Health

  • Sustainable Product Life Cycle

  • Consumer Safety

  • Mindful Business Models

  • Ethical Leadership

  • Fair Labor & Thriving Communities

  • Gender Equality

  

Clients can also exclude investments based on 10 categories:

  • Animal Testing

  • Greenhouse Emissions

  • Business Ethics Controversies

  • Hazardous Waste

  • Corporate Political Spending and Lobbying

  • High Water Usage

  • Energy-Intensive

  • Tobacco, Alcohol and Gambling

  • Fossil Fuels

  • Weapons and Gun Manufacturers

The impact dashboard in portal.

 

Additional Resources