Cash Balance

The Cash Balance is the uninvested amount within your portfolio.

• Use it to:
  • Record funds available for future investments.
  • Maintain a record of your portfolio’s liquidity.
• The Cash Balance is updated automatically when you add or withdraw funds.

Example: Selling an asset will add the proceeds to your cash balance, while buying an asset will deduct from it.

To add cash to your portfolio:

1. Open the portfolio and go to the Cash Balance section.
2. Click “Add Cash”, input the amount, and save.
3. The cash will reflect in your portfolio in the selected currency.

Tip: Use this feature to keep track of available funds in SAR or USD.