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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.

Written by Niel

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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