# Getting started

My Portfolio functionality allows an Investor to monitor profit and risks in his portfolio while entrusting control of finances to a Portfolio manager to get subsequent income.

To open My Portfolio, tap the Account menu located at the Account details screen.

![](/files/-MgF4QrT0U_6pd4Xbn8I)

Then select the “My Portfolio” option from the list of available items:

![](https://lh6.googleusercontent.com/5xeHaGMYcBfk6kN0VQx9w8zxz5pE9NNoCcnzRGotFoPPKR1i6yhou6arYIsRolcy_xgMLpYir1axMLcYG863ZIo97YEPamxXy6pN79dvuCp00o0nCbo9tb3z3flLw5q9Tvik5Y0G)

The interface of the trading application will be changed to the interface of the My Portfolio functionality. If you need to go back to a trading application, select the corresponding option:

![](/files/-MgF4QrX3ndA4wo3Eg_x)

If a user has an investor’s account but doesn’t have a trading account, My Portfolio functionality will be opened immediately after login to the application and the “Back to trading app” option will not be available.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.za.velocitytrade.com/mobile-applications/ios/tablets/my-portfolio/getting-started-1.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.