What is the Accounts tab?

Jul 9 18:23

Welcome to moomoo. Accounts on moomoo display important details about your account and provide convenient functions for managing your investments, including deposit and withdrawal options. In this video, we'll walk you through these features step-by-step.

Under the Accounts tab, you'll see the Total Assets shown in SGD (or the currency you have selected) based on the real-time exchange rate, and All Accounts with different currencies.

To begin, let's tap on Total Assets.

Under the Assets Analysis page, look at the charts displaying how your P/L and total assets change.

Under the P/L Analysis tab, you can view your P/L profiles for different accounts and the top gainers and decliners.

Moomoo also provides IPO P/L.

Let's take a look at the details under your universal account.  The Assets tab displays the details of your positions and holdings. Click on "Trade" right beside the list, and you will head to the Trade interface.

The arrow icon supports one-click Batch Closing

The setting icon can customize your holding layout based on your needs

The Order tab shows any open and canceled orders, as well as the ones filled within 24 hours.

The History tab shows the order history

The transfer tab has frequently used functions such as deposit, withdraw, transfer stocks in/out, bank account management, etc.

You can always find out more functions under the "More" section.

Quick tip, if you want to share your P/L on the Moo community or other platforms, tap on the universal account details and tap on the share icon, and the system will automatically make a P/L poster. You can choose among P/L ratio, total position P/L, and positions. Once decided, tap on Save/Share in the upper right corner.

To sum up, you can check and manage your assets in Accounts. Follow us to the next episode to learn more moomoo navigation.

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

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