What is the Portfolio?

Your portfolio shows all the assets, CopyTraders and Smart Portfolios you are currently investing in.

Web version of etoro

etoro mobile app version

When you tap or click on any item on the list, you will see the breakdown into individual trades. This provides more detailed information and available actions for that particular holding.

Investment History

From the ‘My Portfolio’ menu at the top of the screen, you can access your History. This shows all the assets, CopyTraders and Smart Portfolios you were previously investing in.

For more information, see here: web version | mobile app

Filters

You can choose what to view by using the filters under ‘My Portfolio’:

• Orders
• Manual Trades
• Market Open
• Asset type (stocks, ETFs, crypto, commodities, indices, currencies)
• People
• Smart Portfolios

Card View

The etoro mobile app shows fewer columns than the web version by default, due to the smaller screen size.

Tap the three dots at the top right of the screen to select Card View and see full information for each item.

Customize Columns

The following figures are the default columns in the portfolio. Press the column titles to sort the items in the portfolio: low to high, or high to low.

• Price - The live market price of an asset.
• Invested - The total amount that you have invested in an asset, displayed in your chosen currency. For Smart Portfolios you are investing in, this amount does not include any funds you removed from the investment.
• Units - The number of units of the asset you hold.
• Avg. Open - The average price at which all of your holdings on an asset were opened.
• P/L - The cumulative profit or loss on all your positions on the asset, displayed in your chosen currency.
• P/L (%) - Identical to P/L, displayed as a percentage.
• Value - The estimated amount you'd receive if positions on an asset were closed at the current price, shown in your chosen currency.
• Trade - The trade button for an asset.

Press at the top right of the screen and then select a column title to replace it with one of these alternatives:

• Net invested - The amount that you currently have invested in an asset, displayed in your chosen currency.
• Daily P/L - The change in profit or loss since 0:00 AM GMT, displayed in your chosen currency.
• CSL - The copy stop loss is the value at which your copy or Smart Portfolio will close automatically, displayed in your chosen currency.
• CSL (%) - Identical to CSL, displayed as a percentage.
• Sell Button - The sell price. Pressing the button opens the ‘Short Trade’ window.
• Buy Button - The buy price. Pressing the button opens the ‘Buy Trade’ window.
• Fees - The net fees, refunds, and dividends received on an asset. A positive value indicates credits exceed fees; a negative value means the reverse.
• Leverage - The average leverage applied to the amount you have invested in an asset.
• Risk - The risk score of the person or Smart Portfolio you’re investing in.
• Change - The change in rate from the previous day’s close rate displayed as a percentage.
• Asset P/L - The cumulative profit or loss on all your positions on the asset, displayed in the currency the asset is traded in.
• Exposure – The size of your position, calculated by multiplying the number of units you hold by the current price of the asset, shown in the asset’s trading currency.

You can click ‘Reset’ to return to the default columns. Click ‘Apply’ to save your changes.

On the etoro mobile app, you also have a choice of preset column options.