This is the default section of the portal after login. It page consolidates the basic information about a portfolio. Such information include the current valuation of a portfolio based on current market prices, a list of instruments (stocks) in the portfolio account with the number of units held at that point in time.

The page also shows relevant cash account position(s) of a portfolio, provides a link for sale orders and is capable of handling displays for multi-portfolio customers. Details of multiple portfolios can be viewed by clicking on the code of the particular portfolio.