Understanding Home and Portfolio Fields

Home and Portfolio help you understand account state, positions, buying power, margin, and P&L. The exact fields may vary by account, permissions, and product configuration.

Common fields:

These fields are informational and may update as market prices, orders, positions, deposits, withdrawals, and risk settings change.

Cost basis and tax lots

The Positions section shows an average-cost value, Avg. Entry, for each position. The platform doesn't show individual tax lots, and you can't pick specific lots to sell when you place an order.

For questions about your cost-basis method or a tax election, such as mark-to-market treatment, contact Support.

How to contact Support

Submit a support ticket or use live chat in the app if:

• A balance, position, margin value, or P&L value appears wrong.
• Buying power changes unexpectedly.
• You need help with cost basis or an account-specific tax reporting question.
• You need to ask about a tax election or mark-to-market-related request.
• The account shows a margin call, restriction, liquidation, or other risk event.
• You need an account-specific explanation.