Read the account summary
Start with total value, available cash, and the current account mode.
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One place for what you own
Portfolio and activity
Holdings, cash, performance, and records together.See the account value, available cash, positions, profit or loss, orders, transactions, and statements in one flow.
Practice in beta6 connected app screens
OVERVIEW
What Portfolio does.
The portfolio is a record first and a performance view second. It links every holding and cash movement back to the order, transaction, or document that created it.
PortfolioHolding detailTransactionsTransaction detailOpen ordersStatements
The flow
How it works.
Follow the steps from opening the feature to checking the result.
Open a holding
Review the position, price context, related orders, and company page.
Trace a movement
Open the transaction or order reference behind a change in cash or shares.
Open the official record
Use the related contract note or statement when live documents are available.
Inside the app
What you can do in Portfolio.
These are the main tasks available across the connected screens.
Total equity
See cash plus the current value of positions, with the account mode and valuation time clear.
Cash states
Separate available cash from cash committed to orders or moving through the current settlement cycle.
Holdings
Open quantity, average cost, current value, and unrealised profit or loss for each position.
Today and total
Keep the selected period visible so a one-day move is not confused with the full holding result.
Transactions
Trace deposits, withdrawals, trade cash movements, charges, credits, and adjustments by reference.
Statements and notes
Reach monthly statements, contract notes, and tax documents when the evidence-backed document service is live.
AVAILABILITY
Available now and coming later.
The simulated portfolio is available in beta. Live cash, holdings, settlement, and statements require production account rails.
Available now
- Practice account value
- Virtual cash and holdings
- Simulated profit or loss
- Practice transactions
Requires production service
- Clearing-member cash balances
- Custody-backed positions
- Settlement states
- Official documents
Important boundaries
What to know before you use it.
These checks keep beta, live service, data, and account actions clearly separated.
Mode never hidden
Practice and Live remain visually distinct so simulated performance is not mistaken for real wealth.
Cash is not one number
Available, committed, and settling cash stay separate when the live clearing feed supports them.
Records reconcile
A live portfolio value must tie back to positions, cash, orders, transactions, and clearing or custody evidence.
Questions
Before you use Portfolio.
01Why can profit or loss change while I hold the same shares?
The valuation changes with the market price. Unrealised profit or loss is not cash until shares are sold and settlement completes.
02Will practice performance appear in my live account?
No. The simulated ledger remains separate from live holdings and records.
03What if a live balance looks wrong?
Open the related order, transaction, or statement and contact support with the reference. Do not send passwords or one-time codes.
Tijarat
We'll tell you when it is ready.
Join for the product update and future account-opening invitation. Live brokerage remains closed until approval and production readiness.