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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.