What you can do with your portfolio
- Mark your positions live. During the session, U.S. stocks and ETFs are priced from Sterling’s own market data rather than your broker’s delayed quote.
- Put the numbers that matter in one row. Portfolio value, open-position return, the current winner and loser, and risk figures such as max drawdown, Sharpe and exposure.
- Chart the book, a position or a single trade. See the book or a position over any period, follow a trade from the day you bought it, and compare them with other companies or with parts of your book.
- Keep your trades and account activity in one place. A Trade Log and an Activity stream of deposits, dividends, fees and transfers.
- Explain a move. Drag a range on the chart and ask the Analyst why the book moved. The answer splits it into what the market did, what your exposures did, and what was specific to your holdings.
Where to find it
Select My Portfolio in the left-hand navigation. If you don’t have a brokerage connected yet, the page opens on Set up your portfolio.In this section
- Connecting a brokerage — supported brokerages, the first sync, refreshing, disconnecting, several accounts.
- The Portfolio overview — the KPI row and the Positions table.
- Portfolio charts — ranges, the value chart, comparing, charting positions and trades.
- Trade Log and Activity — your trades and account activity, and how profit and loss is measured.
- Explaining a move — the Explainer and what it discloses.
- How the portfolio numbers are computed — why figures can differ from your broker’s app, and what to do when something looks wrong.