Zolio Platform Demo

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Welcome To
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Your Investment Career Advantage
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Up to date Market Commentary
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Educational Content
The MyZolio Learning Center provides
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Trading Platform Support
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Search the Zolio instrument universe
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The Trade entry screen allows participants to
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Load real-time prices and historical charts
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Place market, stop, or limit orders
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Daily, Month-to-date, and Lifetime-to-date views on portfolio performance and trading history
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The Portfolio Management tab provides . . .
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Journal daily, monthly, or immediately after executing a trade
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Journaling is an essential part of the Zolio platform
Journal entries on prior trades can be easily referenced
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A downloadable performance report is available to participants with a sufficient track record
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New metrics and comparisons are always being brought online
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Portfolio performance
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Trading platform
A dedicated mobile version of MyZolio provides access to . . .
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MyZolio's Learning Center
Mobile MyZolio supports both phones and tablets, including iPhone, iPad, and most modern Android devices
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Trade Entry
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Instrument Search
MyZolio mobile fully supports
Real-time Pricing
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Learn more about Zolio from our Career Coaching video