A real-time view of your account holdings.
Drag-and-drop to customize your table columns.
Customizable Views Make Portfolio Management Easy
The positions in your account lay the groundwork for your investing success. The ability to quickly and easily organize them, monitor their performance and change them is vital. Firstrade has made sure you can do so with our intuitive platform, making us one of the top online trading brokers.
Interactive Viewing Options
- Quickly drag and drop column customization features to make your viewing quicker and easier.
- Create an overview of your portfolio's value, overall gains (as a dollar amount and percentage), and the overall portfolio's gains for the day.
- View your account in individual detail or as a full picture.
Categorize Positions Your Way
- Categorize your holdings between stocks, mutual funds and options. This makes viewing your position by investment vehicle easy.
- Break up the various lots of a particular stock with our expand/collapse feature and make it easier to see cost basis and potential gains or losses.
Free Dividend Reinvestment
Make your dividend payments work for you! Why not reinvest your dividends for free? Enroll your securities quickly and easily. Learn More
11,000 Mutual Funds
One account, over 11,000 Mutual Funds to choose from. Plus you will receive one of the industry's lowest commission rates. Go >>
Firstrade iPhone App
Trade on the go with your iOS devices with the Firstrade iPhone Application. Download it today free from the App Store. Learn More