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VIEW-ONLY — Shared Portfolio
Color & Icon Guide
Close
Status Badges
open
Active position, currently held
closed
Fully exited position
pending
Order submitted, not yet filled
cxl
Cancelled / deleted trade
Direction
LONG
Bought — expecting price to rise
SHORT
Sold short — expecting price to fall
Market Cap Size
Mega
> $200B
Large
$10B – $200B
Mid
$2B – $10B
Small
$300M – $2B
Micro
< $300M
P&L & Numbers
+$1,250
Profit / positive value
−$430
Loss / negative value
—
No data / not applicable
$182.00
Red = Stop Loss price
$210.00
Green = Target price
$195.40
Teal = Entry / live value
28
Blue = Quantity / shares
7
Amber = Sold / partial exit qty
Price Alert Icons
Stop loss hit — price crossed your stop
Target hit — price reached your target
Near entry — watchlist price within 0.5% of entry
R-Multiple & Risk
+2.4R
P&L ÷ max risk (e.g. 2.4× your risk)
R:R 3.1
Reward-to-risk ratio (green ≥ 2, amber < 2)
Distance ↑1.8%
How far live price is from your entry
↑1.8%
≤ 2% — very close to entry (green)
↑3.5%
2–5% away (amber)
↑8.2%
> 5% away (grey)
Other Icons
Pulsing dot = live open positions
TSLA
Teal ticker = click to open chart
F
F logo = open Finviz chart page
EXEC
Execute — open trade setup modal
↻
Refresh live prices manually