Monitor portfolio value, buying power, cash balance and open positions.
Your investments remain securely with your broker. EdgeBreak never stores broker passwords or holds client funds.
Research stocks, monitor your portfolio and manage trades from one professional workspace.
Monitor your connected portfolio, open positions, buying power and account performance from one professional workspace. EdgeBreak combines structured market research with portfolio management while your investments remain securely with your connected broker.
Live account summary from your connected broker.
Current holdings synchronised from your connected broker.
| Symbol | Company | Shares | Avg Cost | Current | Today's P/L | Total P/L | Value |
|---|
Breakdown of your portfolio across major sectors and available cash.
Overview of portfolio performance and trading statistics.
Pending, filled and cancelled orders from your connected broker.
| Date | Symbol | Side | Type | Quantity | Price | Status |
|---|
Details of your connected brokerage account.
Recent portfolio activity from your connected brokerage account.
