As part of a recent app upgrade, customers can now sort holdings by value, P&L, price and other metrics, making it easier to view what matters most to you. You can also choose to select a basic view or a detailed view depending on what you prefer. Once you make a selection the app remembers it, and therefore defaults to that selection next time you log in.
To sort your holdings on the mobile app
- Go to the Portfolio tab in the main menu.
- Directly underneath Holdings, you'll see three dashes.
- Tap here to Filter by Asset, Price, 1D change, Value, P&L or Qty
- Click Apply