The Columns button lets you customise the Holdings table so you can focus on the numbers that matter most to you (without changing any of your trades or portfolio data).
Where to find it
Go to Portfolio → Holdings, then click Columns (next to Show Sold Holdings and Export).
How it works
Click Columns to open Column Settings.
Use the search box to quickly find a column by name.
Tick / untick columns to show or hide them.
Drag columns up/down to change the order they appear in the table.
Click Apply Changes to update the table (or Cancel to discard changes).
Fixed vs Visible vs Hidden
Fixed: Always shown and cannot be turned off (you’ll see a 🔒 lock icon).
Visible: Currently shown in your table.
Hidden: Available, but currently not shown.
Resetting your columns
If you want to start again, click Reset to Default (bottom-left of the Column Settings window). This restores the default column selection and order.
All available columns and what they do
Identity
Symbol (w/ name) (Fixed)
Shows the ticker plus the security name (useful if you hold similar tickers).Symbol (Fixed)
Shows the ticker code only.
Price and position size
Price
The latest unit/share price for the holding (shown in the selected currency view, e.g. AUD vs Local $).Avg Buy Price
Your average purchase price per unit based on your recorded buys (your “average cost” per unit). See Understanding the “Avg Buy Price” ColumnQuantity
Total units/shares currently held.Value
Current market value of the holding (Price × Quantity, using the selected currency view).
Return breakdown
Capital Gain
The capital gain/loss component of your return over the selected date range (price movement, excluding income).Capital Gain % (p.a.)
Annualised capital gain percentage over the selected date range.Income Return
The income component of your return (dividends/distributions) over the selected date range.Income Return % (p.a.)
Annualised income return percentage over the selected date range.Currency Gain
The portion of return attributable to exchange-rate movement (relevant for foreign holdings when viewing results in your base currency).Currency Gain % (p.a.)
Annualised currency gain percentage over the selected date range.Total Return
Your combined return (capital + income + currency, where applicable) over the selected date range.Total Return % (p.a.)
Annualised total return percentage over the selected date range.
Other
Dividend Reinvestment (not active)
Indicates dividend reinvestment activity/settings for the holding (helpful if you use DRP/reinvested distributions).Weighting
The holding’s weight as a percentage of your portfolio (how much of the portfolio this holding represents).