Uploaded July 2026 | Updated September 2026, 1 hour ago

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In this video, we'll walk you through each section of your Fund Source Portfolio so you can easily monitor your investments, understand your account, and navigate the platform with confidence.

You'll learn how to:
- Read your portfolio summary
- Understand your cash balance
- View your fund holdings and performance
- Use COL Picks and your Watchlist
- Track your recent investment orders

Whether you're just getting started or simply need a quick refresher, this guide is designed to help you make the most of your COL Fund Source account.