How can I see my investment history on the web version of TBanque?

To get to your investment history on the web version:

 

1. Click on the Portfolio tab in the left hand sidebar.

2. Click on the clock icon to access the History tab and see the history of your closed trades and previously copied traders and Smart Portfolios.

 

On the right side of the screen, click on the dates icon  to set the time frame of the trades you wish to view - the default is thirty days (30D).

 

Click on the filter icon to display only information on your deposits and withdrawals, closed manual trades, and previously copied traders and Smart Portfolios.

 

Click on the list icon to display how you would like to view your trades:

  • : to view a full list of all the individual trades closed during the selected period, deposits and withdrawals, and previously copied traders and Smart Portfolios.
  • : to view a list of trades grouped by instrument. In this view, the icon on the left of the screen next to each trade shows you how the trade closed:
 

 

Click on the icon  to access these options:
a. Account Statement: Click this option to generate a report of all transactions, between a selected start and end date, which have been made in your account (deposits, withdrawals, positions opened and closed etc.). This report can then be exported to a PDF or Excel file.

b. Customize: Access here to adjust what information you see in the History view and rearrange the order of the columns (invested amount, profit/loss (in $ or %), units, fees, end value, opening rate, opening time, closing rate, closing time, pip change, leverage).