Precious
Dedicated Precious Metals trading from Marex
Insights
Insights across Energy, Metals, Commodity and Financial Markets
Trader
Comprehensive electronic trading, integrated with your accounts
Portfolio
Check your account from any device, updated throughout the day
Crude
Real-time crude oil trading
Metals
Live Base Metals Spread Liquidity, RFQs, and 3M Adjustments
Energy
Real-time energy market data platform
Portfolio is designed and built by the in-house technology team at Marex and is part of the Neon suite of applications. Portfolio gives Marex Group’s clearing clients access to their statements as well as balances, transactions and positioning, on any device.
Neon Portfolio is accessible to clearing clients of the Marex Group.
Logging in using existing Neon credentials
Visit app.neon.markets and enter your log in credentials.
The Neon dashboard
After log in, you will be directed to the Neon Dashboard. From here, you can launch each Neon app. Portfolio is listed at the top right.
Register your interest for access to other applications on this screen. The Neon Concierge team will be in touch to complete your access request.
Register with Portfolio
In order to access Portfolio, you may be requested to complete a registration screen. In addition to providing your full name, company and phone number you will be asked to confirm agreement to the Marex Terms of Use and Privacy Policy. After clicking submit, you will be able to use all Portfolio features.
Advanced Filters
By default, Portfolio displays the data for all accounts if you have less than 50 accounts. If you have over 50 accounts, choose which data you want to view to begin. For users with over 50 accounts, by default no data is displayed.
Advanced Filters (controlled at the top right of the screen) persist across tabs during a session. They reset to default on session time-out or when you log out.
Use the Advanced Filters to refine by firm, office code, salesperson, and account name or number. These filters can also be used to refine the view by reporting symbol, delivery period and trade type. Filters can be combined.
Viewing multiple accounts
By default, if you have less than 50 accounts, Portfolio will aggregate and display data across all accounts on all screens. To refine this view, use the account selector or Advanced Filters.
If you have more than 50 accounts, you must choose accounts before any data is displayed. Alternatively, use Advanced Filters to view a specific firm, office code, salesperson, or account name.
Viewing and selecting columns
Portfolio will display key columns on each chart. Add, remove or change the columns by clicking on the hamburger menu on a column header and choose your preferred data.
These view settings apply to this page view only. To return to the default view, refresh the browser window.
These view settings are not saved. To return to the default view, refresh the browser window.
Date selector
By default, Portfolio will show you today’s data, marked as “(T)”. You can adapt this using the dropdown at the top right of the screen. These filters persist across tabs until you log out or the session times out.
Report Archive stores daily and monthly statements. By default, if you have less than 50 accounts, you will see statements from all accounts, grouped by date. This can be refined by selecting individual accounts, or using the advanced filters.
Daily Statements
Use the date selector to choose the date you wish to view. Use the multi select feature to combine dates and accounts into a single report. Alternatively use the Advanced Filters tab to search by additional fields.
To view a PDF version of each statement and download it from the browser, click the download icon on each statement tile.
Daily Statement History
To view daily statements from previous months, use the month selector under ‘Daily Statements’.
Monthly Statements
Monthly statements are generated on the 1st of the next month. They can be viewed in app, or downloaded as PDF or csv files.
Other Documents
‘Other Documents’ houses your 1099 documents. To view a PDF version of the statement download it from the browser.
Trades
The top day trades screen is a record of what has been bought and sold today across all accounts, sorted by product. Use the column selectors to show or hide various data, or the Advanced Filters to refine your view.
Change the date selector to view historical trades.
Use the ‘export data’ button to download the current view to a csv file.
Transactions
By default, today’s transactions are displayed including ledger postings and vouchers postings, broken down by product. Use the date selector to view historical transactions and the columns selector to show or hide various data columns. The Advanced Filters can be combined with other refinements.
Use the ‘export data’ button to download the current view to a csv file.
Prelim
By default, this screen lists all preliminary transactions, broken down by account. Use the date selector to view historical data, and the Advanced Filters and column selectors to refine your view.
Use the ‘export data’ button to download the current view to a csv file
‘Positions’ includes top-day and historical positions as well as delivery reports. As with all screens in Portfolio, by default data across all accounts if you have under 50 accounts. The account selector and Advanced Filters will refine the view.
Current Positions
The default screen shows current positions (for less than 50 accounts). Each product is broken down by account – viewed expanding the arrow on the left hand side of the first column. Use the ‘export data’ button to download the current view to a csv file.
Viewing Historical Positions
By default, you will see top-day positions when the Positions screen first loads. To see historical positions, use the selector in the toolbar. Use the ‘export data’ button to download the current view to a csv file.
Delivery Reports
Delivery reports are ordered by Expiration Date and listed by account. Refine the view with Advanced Filters and selectors. Use the ‘export data’ button to download the current view to a csv file.
Balances are split into historic and real time. Real time balances are a feature of the Neon Standard package. You can upgrade to Neon Standard in-app. Follow the instructions on screen.
Once enabled the real time balances stream on the (T) page. Neon Basic package allows you to view historical account performance by changing the (T) filter to a historical value.
Balances includes an aggregation of balances across accounts in balance inquiry, the ability to filter by currency, and to view cash movement and account performance.
Balance Inquiry
By default, balance inquiry will show a summary of balances across all accounts, if less than 50. To see balances broken down by account, use the Advanced Filters. When you are viewing Balance Inquiry broken down to account level, you can download that data to a csv file using the ‘export data’ button.
View by currency
Choose to refine the view by currency on the right hand side. This setting only applies to this tab.
Cash Movement
By default, cash movement will show a summary of balances across all accounts, if less than 50. To see transaction level broken down by account, expand each account using the arrow at the start of the left-most column and/ or use the advanced filters.
Account Performance
By default, account performance will show balances across all accounts, if less than 50. To filter the view, use the advanced filters or filter by date, amount, volume or use the selector ‘Breakdown by Account’. When you are viewing Account Performance broken down to account level, you can download that data to a .csv file using the ‘export data’ button.
