In short
Open the filter panel above the table on Holdings. There you pick accounts, asset classes and one of the views All, Equities, Cash or BTC.
Filtering
Use the account chips and asset classes. Search finds ticker, name, account or sector. Tap a row (a card on your phone) for details and price history.
Views (⌘⇧1–4 on a computer)
- All: every open position
- Equities: stocks and funds, with the day's gain or loss in your base currency and in percent
- Cash: current accounts, savings and cash on hand
- BTC: Bitcoin wallets and exchanges, with the day's gain or loss
Focus is a denser row layout: nickname above name, momentum, quantity, market value and change since purchase, last price, day change and a 6-month trend.
Markers
- In the ticker column: Live, Delayed, Stale or No feed. For Stale or No feed, use the fix action next to it.
- +1 depot next to the account name: Activity rows from another depot have been folded into this row. Hover over it to see which depots contributed. The quantity stays one position per security and account.
Refresh prices with ↻ in the header or the R key.
In the app
- Holdings
You’ll find these areas in Westara after signing in.