21/12/2023 - 09:08
Statement
- To access the “Statement” screen, simply point your mouse to “Porfolio Management” in the main menu and click on ” Statement ”
- After clicking on “Statement”, the system will open the screen and display it for you
- Here you can look up transaction statements by each sub-account for a fixed period of time by clicking on the sub-account to look up and selecting the time period to look up
- To look up the information, you just need to click the “Refresh” button, the system will automatically look up the transaction statement information and display it on the screen for you
- To extract data to file, you just need to click on the “Export to excel” button, the system will extract the data to excel file for you. Note: when you click extract data in any item, that item will be extracted (do not extract all data in other items)
To access the “Sell by ratio” function, please select the “Porfolio Management” tab “Porfolio overview”. Select the “Sell by ratio”...
To access the “Confirm your order” screen, you can follow steps such as opening the “Porfolio Overview” screen and clicking...