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Positions report/Holdings report

To access the Positions report:

– Click on My Reports
– Click on positions
– Click on the report name

The Positions contains all your positions. This report is updated in real time as you enter transactions.

Just like all other reports, if you want to see additional columns, you can click on Column Chooser (on the top left corner). If the column you are looking for is not there, click on View Mode (above Column Chooser). This will change the report to Design Mode. Design Mode brings up additional columns in the Column Chooser that you couldn’t see before.

When you are done adding columns, make sure you click on Design Mode in order to make the report go back to View Mode. Spark uses less memory when the report is in View Mode.

Updated on May 8, 2023

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