In TWS Mosaic, you can view your portfolio from the Monitor panel. If the Portfolio tab is not already visible, click the “+” icon in the Monitor panel and add a Portfolio page. The Portfolio page displays your open positions and related information such as market value, average price, unrealized P/L and other available columns.You can customize how your positions are displayed by right-clicking a column header. For example, you can manage the visible columns, sort positions by clicking a column name, or right-click the Financial Instrument column to change the grouping method. To view broader account information, such as Net Liquidation Value, cash balances, margin requirements and funds available for trading, open the Account Window. You can do this by clicking the Account button from the Portfolio page or by selecting Account Window from the Account menu. In Classic TWS, you can view your portfolio by selecting Account from the top menu and then opening the Portfolio Window or Account Window, depending on your layout and TWS version.
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