The Holdings tab lists every holding in your portfolio. Change what each row shows, group, sort and filter the list, and tap through to any holding.
Opening the Holdings List
Tap Holdings in the bottom tab bar. The header shows your current portfolio name — tap it to switch portfolios.
What Each Row Shows
Each row shows the holding's logo, ticker symbol and company name on the left. The right column changes with your Display Focus:
Current Price — latest price and the day's change.
Total Value — market value and portfolio weighting.
Total Return — total return value and percentage.
Capital Gain — capital gain value and percentage (the default).
Closed positions show CLOSED instead of a value. A warning triangle marks a holding whose quantity has gone negative, so you can fix it.
Grouping, Sorting and Filtering
Tap the arrange control on the controls bar to open the View sheet:
Display Type — Simple (standard list) or Table (scrollable grid).
Display Focus — which value the right column shows (Simple view only).
Sort by — Alphabetical, Value, Return %, Capital Gain, Total Return, Quantity or Weighting, each with Asc / Desc.
Group by — None, Holding, Exchange, Sector, Industry, Currency, Broker/Source, Asset Type, Holding Type, Portfolio, or a custom group.
Asset types — All types or pick from Stocks, Crypto, Cash and Custom.
Show closed positions — tap the eye icon to show or hide closed holdings.
When grouped, each group header shows its subtotal for the current Display Focus.
The controls bar also has a filter button and a date control. Filtering narrows the list by holding, exchange, sector, industry, currency or source, and you can clear an active filter from the controls bar. If a filter matches nothing, you'll see No results with a Clear Filters button.
Opening a Holding
Tap any row to open that holding's detail screen, which adapts to the holding type — stock, crypto, cash or custom (unlisted).
Note: Holdings with trade errors appear in a needs attention card above the list with a fix shortcut.
Tip: Pull down to refresh. Tap the + in the header to add a holding (if you have edit access).