The Portfolio tab is your homepage — it gives you an overview of your portfolio balance, current P&L, and all your open positions in one place.
Tap Portfolio from the bottom navigation bar to access it.
What can I see on the Portfolio tab?
Portfolio balance: your total portfolio value across all accounts.
Current P&L: your profit or loss shown as both a £ amount and a percentage.
Available to invest: the total cash available across your accounts. Tap to add money.
Open positions: all open positions across your accounts, with the exception of options positions, listed with the most recent position first. Each position shows the instrument name, account type (GIA, ISA, JISA, CRYPTO), direction, size, and current P&L.
Focus mode selector: the ALL button at the top right. Tap to filter your experience by product type.
How do I view a position?
Tap any position on the Portfolio tab to go to its product details page, where you can view full details, close the position, or place a new order.
What is Focus Mode?
Focus Mode narrows the entire app to only show accounts and instruments relevant to your chosen product type. Tap the ALL button at the top of the screen to open the Focus Mode selector.
The available modes are:
All accounts: shows everything across all product types.
Stock: shows stocks, funds, and ETFs (GIA, ISA, JISA accounts).
Cryptocurrency: coins and tokens.
When a mode is selected, your Portfolio, Watchlist, and Discover pages will only display instruments within that mode. Tap the mode button and select All to see everything again.
Note: Focus Mode only shows modes for accounts you hold. CFD and Spread Bet accounts are coming soon to the new IG app.
What if I have no open positions?
If you have no open positions, the Portfolio tab shows: No open positions - Trade or invest in over 10,000 markets & assets. Tap Explore markets to go to Search and find instruments to trade or invest in.
What if my account has a negative balance?
If your account has a negative balance, the portfolio balance is displayed in red.
What do the identity verification states mean?
After opening your account, the Portfolio tab may show one of the following states while your application is being processed:
You're approved! Ready to trade: your account is active and you can start trading or investing immediately.
Verification in progress: Quick review in progress. No action needed.
We need more information (~2 min): additional documents are required. Tap Upload to submit them.
We couldn't verify your details: Our team can help explain your options. Tap Contact support to speak to the team.
Frequently Asked Questions
How do I close a position from the Portfolio tab?
How do I close a position from the Portfolio tab?
You cannot close a position directly from the Portfolio tab. Tap the position to go to its product details page, where you can close or edit it.
What does P&L mean?
What does P&L mean?
P&L stands for profit and loss. On the Portfolio tab, your current P&L shows the combined profit or loss across all your open positions, displayed as both a value and a percentage.
How do I filter my portfolio by product type?
How do I filter my portfolio by product type?
Tap the ALL button at the top right of the Portfolio tab to open the Focus Mode selector. Select a product type > Stock or Cryptocurrency > to filter your portfolio view.
How do I know if my account verification is complete?
How do I know if my account verification is complete?
After opening your account, the Portfolio tab shows your verification status. If your account is approved, you will see: You're approved! Ready to trade. If further action is needed, you will see an on-screen prompt with next steps.
What is the difference between Portfolio balance and Available to invest?
What is the difference between Portfolio balance and Available to invest?
Portfolio balance is your total portfolio value across all accounts, including the value of your open positions. Available to invest is the cash available across your accounts that you can use to place new trades or investments.