Manage positions and risk

The Positions tab shows every open holding with cost basis, unrealized P&L, and portfolio weight. Sort by any column to spot concentration quickly.

Risk tools

1. 1Set price alerts on any symbol to be notified when a level is hit.
2. 2Attach a stop or trailing stop to an open position directly from the Positions tab.
3. 3Use bracket orders to define profit target and stop loss at the time of entry.
4. 4Enable portfolio limits under Settings → Risk to cap exposure to a single symbol or sector.