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Below each symbol name, you will see the full name of the underlying stock. Click on the small triangle arrow to the left of any symbol name so your position specs populate.You will see all your equity positions sorted alphabetically by symbol. Click on the V-shaped arrow to the left of the Equities and Equities Options dropdown so that it expands.Here is how you can manage your equity positions in this subsection: If your symbols are grouped by Type, all equity positions are contained in the Equities and Equities Options subsection. Here, you can arrange your positions by Instrument, Trade time, or Order. To arrange positions within groups, go to Show Actions menu again and navigate to Arrange positions.If you have too many groups, consider activating the Merge similar groups checkbox in the Show Action s menu.


In addition, you can organize your options positions by type such as single option position, vertical spread, iron condor, etc. Here, you can group your symbols by Type, Industry, Capitalization, or Account. Click on the Show Actions Menu button again and navigate to Group symbols by.Click on the Show Actions Menu button and activate the Show Groups checkbox.

In Position Statement, you can group symbols you have the positions on and arrange the positions within the groups. In the Position Statement section of the Activity and Positions tab, you can track your current positions, view and analyze their underlying breakdown, roll and close trades, use the Beta Weighting tool, and read the news on all the symbols currently present in your portfolio.
