Under 'My Portfolios' on the 'Positions' sub-tab, click the "Show Stats for" drop-down to view Open Positions, Closed Positions or All Positions (both Open and Closed). The default will always be on Open Positions, but any custom selection you make in this drop down will be saved for any future portfolio you view.

To view your sold positions, select "Closed Positions".
By default, all closed positions we have recorded in your portfolio will display, but you can further filter your view by clicking the "Filters" button and selecting the "Exit Date Range" you would like to view.

You may also find it helpful to toggle the view to the default Closed Position view, or edit your view to include useful data for closed positions such as the Exit Date and Exit Price.

*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.
