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Position Overview

Can customers view and analyse their position data within the app?

Yes. The Position Overview section provides customers with an interactive view of their positions, using data tailored specifically to their account.

Key features include:

  • Position data is populated from FTS using the customer's Purchase Group ID.
  • An interactive chart displays position information over time.
  • Hovering over the chart reveals a detailed breakdown for each period, including the associated Weighted Average Price (WAP).
  • The chart legend can be used to identify and toggle individual data series, allowing customers to focus on the most relevant information.
  • A summary table provides annual WAP figures alongside open and closed position data.
  • TPIs and multi-product users can access an aggregated view across multiple products.

This functionality enables customers to analyse their positions more effectively, gain insights into pricing trends and monitor overall portfolio performance.