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How do I track my investments?

Lovelyn avatar
Written by Lovelyn
Updated over 3 weeks ago

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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