The My Portfolios page contains your portfolios and allows you to create and access your portfolios. Portfolios are grouped by the two account types available on the iowint platform: Individual and Joint.
To open a portfolio click on it on the My Portfolios page (see outlined in red in the screenshot below).
The Portfolio page has 4 tabs:
- Holdings
- Open Sale Tickets
- Settled Sale Tickets
- All Transactions
and the Settings button (see outlined in red in the screenshot below).
Please refer to the How do I view and update portfolio settings? article for more information.
