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New Client Portal: Portfolio tab

Explore one of the new features of the upgraded Client Portal, the Portfolio tab, launched on January 27, 2026.

Niel avatar
Written by Niel
Updated over a week ago

Discover the Portfolio tab, designed to give you a clearer view of your overall account fund performance.

  • Overview – See the combined value (funds) of your trading accounts and wallet presented in a single, easy-to-understand graph showing movement over the last 7 days. Demo accounts are excluded from the portfolio calculation.

  • Trading Accounts – Enjoy enhanced visuals with a new 7-day performance graph for each trading account, helping you monitor market movement more effectively.

  • Trade history - View and track your trade history without the need to go to any trading platform. With different useful filters, checking real-time open and closed positions will be easier. You should be able to download your trade history, too!


  • Wallet – Store, view, and manage your funds across multiple currencies directly within your Client Portal for improved convenience and clarity. For more information about this new feature, refer to this article: Wallet FAQs

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