BMO InvestorLine - Take a sneak peak at exciting enhancements to your Holdings page

Positions tab gives you a clear picture of the performance of your portfolio and the individual investments you hold.
Here you can view your entire portfolio on a single page.

Access detailed information on each of your holdings - including the number of shares you hold, the market value, unrealized gain/loss and the percentage of your portfolio each security represents.

Categorize your holdings by asset class or by settlement currency to view your investments grouped by each currency you hold.

View the sector allocation of your equities by clicking on the Categorize by sector check box.

Totals for Market value, Gain/losses and Portfolio % give you a quick snapshot of your portfolio's performance.

The 'Portfolio %' column lets you see how much of your portfolio is allocated in each security or class. This helps you gain insight into the true diversification of your portfolio.

Expanding rows show more details on each security including income, yield, maturity date and more.

Sort your holdings by clicking on the table heading of most columns.

The PDF portfolio report offers an up to date portfolio summary that you can print, save and access offline anytime.

Now more easily accessible, the cash detail tab lets you see your cash balance, the balance after all trades and your buying power (in margin accounts).

This tab provides quick access to the latest quotes on equities and options in your portfolio.

New columns, including the Bid/Ask lots and Change %, give you more detailed quote information at your fingertips.

Additional information is available by clicking on the + icon to the left of the Description/symbol column. This includes beta, price/earnings ratio, earning per share, dividend details and the 52 week high and low.

Enhanced and now easily accessible, allocation charts give you a clearer picture of your portfolio's asset mix and sector diversification.

Asset allocation charts show you the total representation of cash balances, cash equivalents, fixed income and equities in your portfolio. Easy-to-view charts help you visualize your asset allocation.

Sector allocation charts display your portfolio's equity representation by industry sector. The list is sorted in ascending order of sector name followed by equity mutual funds.

Access the latest news relevant to the securities you hold in your portfolio. The new symbol filter helps you quickly find news pertaining to a specific company.

New! Detailed information about your holdings is now at your fingertips

Positions

Cash detail

Portfolio quotes

Allocation charts

News