Trading

Monitor and trade across all your broker accounts from one portfolio dashboard.

Trading screenMulti-accountMulti-broker
In short

The Trading menu is the main screen for monitoring and trading across all your accounts at once. It opens a single Portfolio dashboard with four tabs, so you can place orders and track positions for every connected account from one place.

This menu gives you the trading options for your accounts.

Portfolio sub-menus

The Portfolio screen has these sections:

Trade into multiple accounts

The Trading menu is the main interface for monitoring and trading into all of your accounts from a single dashboard. You can watch every account and send orders without switching screens.

Walkthrough videos:

  • Trade Into Multiple Accounts (English)
  • Trade Into Multiple Accounts (Hindi)

Portfolio screen tabs

The screen has 4 tabs, shown in the image below. Each tab is explained in detail in its own chapter.

Trading Portfolio Screen

For details on adding accounts before you trade, see Trading Accounts. To learn how the same actions work across brokers, see Broker Independence.

Next steps

Trade tabPlace one order into many accounts.PositionsTrack live positions and square off.OrdersView, cancel and modify live orders.SummaryCombined view across all accounts.
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Last updated 20 June 2026