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Views 2457Oct 18, 2023
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What is the Accounts tab?

Welcome to moomoo!

Under the Accounts tab, you can find everything related to your accounts, including assets, orders, historical trades, and transfers. Let's review some details.

Here, you'll see the Total Assets shown in USD based on the real-time exchange rate, and All Accounts with different currencies.

To begin, let's tap on Total Assets.

Under the Assets Analysis page and view charts showing how your P/L and total assets change.

Under the P/L Analysis tab, you can see your P/L profiles for different accounts and the top gainers and decliners.

Moomoo also provides IPO P/L.

Let's look at the details under a specific brokerage account.

The Assets tab shows the details of your positions and holdings. Click on the Trade right beside the list; you will go to the Trade interface.

The arrow icon supports one-click Batch Closing

The Setting icon can customize your holding layout based on your needs

The Order tab shows any open and cancelled orders, as well as the ones filled within 24 hours.

The History tab shows all the order history

The Transfer tab has frequently used functions including deposit, withdraw, transfer stocks in/out, bank account management, etc.

You can always find out additional functions in the More section.

Here's a quick tip, if you want to share your P/L on the Moo community or other platforms, tap on the brokerage account details and on the share icon, the system will automatically make a P/L poster. You can choose among P/L ratio, total position P/L, and positions. Once decided, tap on Save/Share in the upper right corner.

To sum up, you can check and manage your assets in Accounts.

Follow us to the next episode to learn more moomoo navigation.

This presentation is for informational and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. Investment information provided in this content is general in nature, strictly for illustrative purposes, and may not be appropriate for all investors. It is provided without respect to individual investors’ financial sophistication, financial situation, investment objectives, investing time horizon, or risk tolerance. You should consider the appropriateness of this information having regard to your relevant personal circumstances before making any investment decisions. Past investment performance does not indicate or guarantee future success. Returns will vary, and all investments carry risks, including loss of principal. Moomoo makes no representation or warranty as to its adequacy, completeness, accuracy or timeline for any particular purpose of the above content.

Moomoo is a financial information and trading app offered by Moomoo Technologies Inc.

In the U.S., investment products and services available through the moomoo app are offered by Moomoo Financial Inc., a broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) and a member of Financial Industry Regulatory Authority (FINRA)/Securities Investor Protection Corporation (SIPC).

In Singapore, investment products and services available through the moomoo app are offered through Moomoo Financial Singapore Pte. Ltd. regulated by the Monetary Authority of Singapore (MAS). Moomoo Financial Singapore Pte. Ltd. is a Capital Markets Services Licence (License No. CMS101000) holder with the Exempt Financial Adviser Status. This advertisement has not been reviewed by the Monetary Authority of Singapore.

In Australia, financial products and services available through the moomoo app are provided by Futu Securities (Australia) Ltd, an Australian Financial Services Licensee (AFSL No. 224663) regulated by the Australian Securities and Investment Commission (ASIC). Please read and understand our Financial Services Guide, Terms and Conditions, Privacy Policy and other disclosure documents which are available on our website  https://www.moomoo.com/au .

In Canada, order-execution only services available through the moomoo app are provided by Moomoo Financial Canada Inc., regulated by the Canadian Investment Regulatory Organization (CIRO).

In Malaysia, investment products and services available through the moomoo app are offered through Moomoo Securities Malaysia Sdn. Bhd. ("Moomoo MY")regulated by the Securities Commission of Malaysia (SC). Moomoo Securities Malaysia Sdn. Bhd. is a Capital Markets Services Licence (License No. eCMSL/A0397/2024) holder. This advertisement has not been reviewed by the SC.

Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc., and Moomoo Securities Malaysia Sdn. Bhd. are affiliated companies.

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