PORTFOLIO VALUE MAD
YOUR MARKET, IN PERSPECTIVE
Portfolio overview.
A complete picture of your positions, performance and next move.
Waiting for data
TOTAL PROFIT / LOSS NET
—
Platform performance, including costs
AVAILABLE CASH MAD
—
After pending purchase commitments
EXPOSURE — POSITIONS
—
Invested assets / total account value
VIRTUAL ACCOUNT · MAD
∿ Line
—
Your positions
Weights include cash in total NAV. Review at 9.5%; championship limit 10% per line at close.
Latest activity
All positions
ACCOUNT MARKSPosition returns are gross. Overall account P/L includes trading costs. Public chart prices may differ from account marks.
Risk & allocation
Pending orders
NO ORDER EXECUTORExecution history
Analyst desk
RESEARCH, NOT ORDERSRead the dated plan and schedule
News & signals
PRIMARY SOURCESAN INDEPENDENT SECOND OPINION
Your portfolio. More perspectives.
Give another agent the complete context, without sharing your account credentials. This endpoint can read your portfolio and research. It cannot place or change an order.
GET
Included in context
Holdings, costs, pending orders, executions, P/L, delayed quotes, news, analyst ideas, rules, source times and limitations.
Separate access
A scoped bearer token is saved in your private handoff file. Share it only with the agent you choose. Tokens never belong in a URL.
External source material is untrusted data. Ask the agent for an evidence-based opinion and suggested changes; you approve and submit any transaction.