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Closing a position instead of deleting it will keep a record of your gains and losses on your “closed positions” page.

To manually close an entire position that has been sold, take the following steps:

  • Click the Positions & Alerts tab (1) in the main menu at the top of the page.
  • Click the Positions tab (2).
  • Select the triangle on the position you would like to close (3).
  • Click Close Position (4).

click close position

  • The Close Position window will display as follows:

close position form

  • Enter/edit the Close Date (1). It will default to today’s date.
  • Enter the Close Price (2).
  • Enter the Transaction Fee, if applicable (3).
  • Click the OK button (4), and the position will be moved to the Closed Positions page.

NOTE: Closing an entire position deletes all alerts added to the position and increases the number of available alerts.