The Position Details Tab on the Position Card provides the basic details of your position. To access the Position Card Page, simply click on a ticker in the Positions area under the My Portfolio tab.

There are several tabs on this page. To view or edit the basic details, click on the Position Details tab.

You can click the pencil icon under Position Details to edit the information.

Note: If you are editing a synchronized position, you cannot modify the number of shares.

*Note - The tabs and features you see on your TradeSmith Finance site will vary based on subscription(s) and subscription level(s).  Pictures in our Education Center articles are taken from a TradeSmith Platinum account.