CFDHero User Guide
  • Quick Start
  • Quick Start Bots
  • Updates
    • CFDHero V1, Trade Easier
  • Getting started
    • What is a CFD?
    • Paper Trading
    • Backtesting
    • Dashboard
    • Portfolio
    • Bots and Deals
    • Bots Processing Priority
    • Bots Marketplace
    • SMS Notifications
  • Bot Settings
    • Strategies
    • Trading Parameters
    • Entry / Exit Conditions
    • Advanced Bots
    • DCA Bots
    • Exit Bot
    • Price Bot
    • Grid Bot
    • Sell Bot
    • Trailing Stoploss
    • Trailing Take Profit
    • Bot's Performance Stats
    • Strategy Designer
  • Technical Indicators
    • Bollinger Band
    • EMA
    • RSI
    • Stoch RSI
    • MACD
    • Volume
    • TradingView
    • Mandatory Indicators
  • Connecting Your Brokerage
    • Supported Brokerages
    • City Index
    • Forex.com
  • FAQ
    • Terminology
    • Frequently Asked Questions
  • Housekeeping
    • Terms of Use
    • CFDHero Telegram
    • Official Communities
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  1. Getting started

Portfolio

Portfolio gives an overall snapshot on your bots' performance and CFD instruments' balances across your brokerage accounts. Each brokerage connection is given its own individual portfolio in CFDHero. Holdings are retrieved from the brokerage periodically. Total equity value is valued in USD. At the moment, CFDHero supports four categories of financial markets:

  • US Equities

  • Forex

  • Indices

  • Metals (only spot gold for now)

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Last updated 1 year ago