Stay Informed About Your Accounts

May 19 11:00

Hello, and welcome aboard the moomoo app!

In this video, we'll walk you through our 'Accounts' tab, and how you can use it to manage everything related to your account, orders and trades.

The first sub-tab on the top menu is your 'Assets', where you'll find a summarised overview of your total assets in your currency of choice.

By tapping on 'Total Assets', you'll arrive on the 'My Assets' page that gives you a greater overview of your total assets, while displaying your performance in terms of P/L trend and asset trend.

You can also click on the this icon on the top right corner to share your asset performance with your friends on the moo community or your personal social channels.

By returning to the 'Accounts' tab and scrolling to the bottom, you'll find 'Positions' which details your positions taken, reflecting all the stocks you currently hold.

From here, click on 'Trade' to enter the trade interface where you can place an order.

Alternatively, click on any symbol under your positions to initiate more options.

This icon here supports 'Batch Closing' where you can initiate multiple sell orders for multiple stocks at once.

And the last icon on the right allows you to customise the layout of your position display based on your needs.

Moving on, the 'Orders' sub-tab consolidates and archives your recent orders, which includes any open orders, and orders that were filled or cancelled in the last 24 hours.

For a complete record of all your orders and fund details to date, visit the 'History' tab.  

The next sub-tab, 'Transfers', is where you'll find useful functions to make a deposit, withdraw your funds, exchange your currency and more. All your fund transfers, including deposits and withdrawals will be recorded and displayed under the ‘Transfer Records’ below.

And finally, click on the 'More' sub-tab to discover more functions or access your tax documents, account details and more.

And that concludes our detailed walkthrough of the 'Accounts' tab.

Join us in the next episode as we cover the other essential tabs on the moomoo app.

Thank you for choosing moomoo.

This presentation is for informational and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. Investment information provided in this content is general in nature, strictly for illustrative purposes, and may not be appropriate for all investors. Read more

Market Insights
Star Tech Companies
View More
Warren Buffett Portfolio
View More