Tap a holding to open its detail screen — value, return, a performance chart, and its trades, dividends and notes. The screen adapts to the holding type: stock, crypto, cash or custom (unlisted).
Header and Chart
Position Value shows the current value, with a coloured pill for total return (a p.a marker means it's annualised).
A card of return tiles — Total Return, Capital Gain, Dividends and Currency — sits above the chart. Tap a tile to plot that metric.
The chart has an Amount / Percent swipe (Percent mode can show a benchmark line). Drag along it to scrub through time.
Use the date control to change the period; the chart and the lists below follow it.
Sections
Scroll down for Position (quantity, cost base, cost per share), Trades (tap See all for the full list), Dividends (edit or confirm), and Notes. A Currency disclaimer notes the currency values are shown in.
By type: Cash shows a Balance and a Transactions list with Deposit / Withdraw buttons; Custom / Unlisted adds a Custom Prices section; Stock, Crypto and Custom show Buy / Sell buttons.
Options Menu (⋯)
Tap the ⋯ in the nav bar (the header for cash accounts):
Rename — change the ticker via lookup search (renames the account for cash).
Settings — trust income, Auto DRP and classification, when available.
Move to Portfolio — shown when you have more than one portfolio.
Delete — removes the holding and all its trades and dividends, with confirmation.
The menu and action buttons appear only when you have edit access to the portfolio.
Note: A banner flags a closed position or a negative quantity that needs fixing.