Portfolio snapshot
With just one login, view your nabtrade position across cash, domestic and international shares, ETFs and more.
Navigate between accounts
The new nabtrade platform makes it easier to navigate between accounts and portfolios.
Total wealth view
Total Wealth view lets you see your position, with an at-a-glance view of your investments, everyday NAB banking accounts, credit cards and loans.
Portfolio view
Portfolio snapshot shows you a quick summary of your nabtrade portfolio (for a single legal entity) across domestic and international holdings and cash. You can also see the day's percentage change and gain/loss at a portfolio level, and also by domestic and international holdings.
Portfolio summary
By default, when you log in, you will land on the My Portfolios page. Portfolio view is a new feature to nabtrade. If you have multiple legal entities, you'll see a snapshot of them all in the portfolio view. Click on any entity to see a detailed breakdown of its trading and cash accounts.
Under your Portfolio summary, you will see:
- Market value – the total value of your domestic and international holdings.
- Day change – the percentage gain or loss for your domestic and international holdings for the day, reflected in AUD.
- Gain/Loss – percentage gain or loss for your domestic holdings to date (or if you transferred holdings, from the transfer date).
- Available cash balance – your cash account balance excluding any unsettled trades.
- Total cash balance – your cash account balance inclusive of unsettled trades.
- Trading account – clicking into a trading account will allow you to view your account snapshot, holdings, open orders, order history, confirmations, and ETO statements for that entity.
- Cash account – clicking into a cash account will allow you to view your transactions, account details, statements, and future transfers for that entity.
Using the portfolio view
- To find your holdings on the new nabtrade platform, go to Portfolio in the main menu and select Portfolio snapshot.
- If you have multiple portfolios (legal entities), choose the one you want under My portfolios.
- Select the relevant domestic or international trading account and scroll down to find the Holdings tab.
- Under the Holdings tab, use the Action menu next to each holding to buy, sell, set alerts, or add to watchlists.
- To find your open orders on the new nabtrade platform, go to Portfolio in the main menu and select Portfolio snapshot.
- Choose the relevant portfolio (legal entity) under My portfolios, then click into the domestic or international trading account.
- Select the open orders tab.
- You can also navigate to Trading in the main navigation and click on Order status.
- To find your order history on the new nabtrade platform, go to Portfolio in the main menu and select Portfolio snapshot.
- Choose the relevant portfolio (legal entity) under My portfolios, then click into the domestic or international trading account.
- Select the order history tab. By default we will display your order history for the last 7 days. Use the filter to select a custom date range.
- You can also navigate to Trading in the main navigation and click on Order status.
A confirmation is a record of your share trade.
- To find your confirmations on the new nabtrade platform, go to Portfolio in the main menu and select Portfolio snapshot.
- Choose the relevant portfolio (legal entity) under My portfolios, then click into the domestic or international trading account.
- Select the confirmations tab and scroll down to see details like trade date, settlement date, volume, price, stock code, action (buy/sell) and net consideration.