Your Holdings

Your holdings are all the stocks you currently own. View, filter, and manage them all in one place with real-time prices and performance tracking.

---

Video Guide

Watch how to view and manage your holdings:

---

Viewing Your Holdings

Access your holdings:

1. Open PiTrade
2. Tap the Portfolio tab
3. Scroll to My Holdings or tap Holdings from the menu

You'll see your stock list with current prices, values, and gains/losses. Holdings display by default sorted by value (largest positions first), alphabetically, or by recently added.

---

Understanding Metrics

Key information displayed:

• Shares Owned: Number of shares you hold
• Current Price: Latest market price with real-time updates
• Total Value: Current worth of position (Shares × Current Price)
• Gain/Loss: Unrealized profit/loss (Current Value - Cost Basis)
• Return %: Percentage gain/loss

Color coding: Green = profit, Red = loss, Gray = no change

---

Managing Holdings

View details: Tap any holding to see price history, performance chart, company info, news, and analyst ratings.

Sell a stock:

1. Find the holding
2. Tap Trade
3. Select the portfolio
4. Toggle order type to "Sell"
5. Enter number of shares
6. Confirm and execute

Add more shares:

1. Find the holding
2. Tap Trade
3. Select the portfolio
4. Enter number of shares/Amount
5. Confirm and execute

---

Related Guides:

• Trading basics → Learn fundamental trading concepts and order types
• Performance tracking → Monitor your portfolio's growth and returns
• Understanding your portfolio → Get insights into your overall portfolio composition

Questions? Browse our FAQ →