Holdings: see settled balance or live equity

The portfolio value chart now lets derivatives accounts switch between settled balance and mark-to-market equity, which adds the unrealized profit on open positions.

The Holdings portfolio value chart now has a Settled / Equity switch for accounts that carry open positions on a derivatives exchange.

Settled is the balance you have actually banked. Equity adds the unrealized profit or loss on your open positions on top of that, so the line reflects what the account is worth right now, marked to market, not just what has been realized. Your choice is remembered across the whole history and the nightly updates. Accounts with no open derivatives positions are unaffected and keep showing the settled value.