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How do I track my investments?

Lovelyn avatar
Written by Lovelyn
Updated yesterday

To track your investments in Shares and ETFs, log in to your account and click on the Shares and ETFs tab.

Your portfolio dashboard shows:

  • Current holdings and total value

  • Performance metrics (daily, monthly, yearly)

  • Dividend income tracking

  • Cost basis and unrealized gains/losses

  • Portfolio allocation views

How do I see my transaction history?

In your dashboard, click 'Activity' then 'Shares and ETFs' to see your transaction history including:

  • Buy orders

  • Sell orders

  • Dividend payments

Click into each individual activity to see the quantity of shares, per share amount, and the net value.

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