Opening an account, from Accounts, Overview, or a Holdings row's "held in" link, replaces the account list with that one account's workspace: a header of plain facts, then Transactions · Positions · Performance · Account details. Snapshot-tracked accounts show Statements where Transactions would be. Everything here reads and edits that one account only; a consolidated view across accounts stays on Holdings.
The header
The header names the account, its institution and type, then four facts: current Value, Core cash (this account's own share of the logical cash pool), the latest recorded activity date (the newest transaction, or the newest statement on a snapshot-tracked account), and the latest price date. These are two separate dates on purpose: a fresh price with a stale ledger, or the other way around, is a different problem with a different fix.
An account carrying both a transaction ledger and statement rows shows a warning here. Nothing was changed automatically; holdings will double-count until one source is removed.
Positions
Positions is the same table Holdings renders for one account: shares, last price, value, cost basis and unrealized gain where a ledger exists, plus the stale- and missing-price disclosures. A closed position (a security sold down to, or within 0.0001 shares of, zero) has no row at all here or on Holdings; its history stays in the account's register, reached through the Security filter, and its realized gain is on Performance, where a taxable account also splits that gain into short-term and long-term.
Each open row's ticker is a link into that security's own record in Securities & prices, on a ledger or a snapshot account alike, and never on the core-cash row. View transactions stays the row's one visible action, opening the register scoped to that security. Reconcile is a single button on the panel itself, checking the whole account's computed share counts against a broker statement; a snapshot account uses the Statements tab's Reconcile holdings instead, because a typed statement has no ledger to check. See Settling a reconcile difference for what accepting a difference records.
Performance
Performance draws the same chart the Overview's Portfolio Value graph shows, filtered to this one account: Value, TWR % and TWR %/yr, the date-range presets and Custom, and the same vs benchmark overlay with the shared comparison list, see how the value chart is built and why your return here isn't your broker's number. What it does not get is Update or Rebuild: downloading price history acts on the whole portfolio, so those stay on the Overview, and this chart's own empty state offers no recovery action.
Under the chart, a return table replaces the two tiles an earlier build showed: 1M · 3M · YTD · 1Y · 3Y ann. · 5Y ann. · Since inception · Annualized, every one a time-weighted return, never the raw balance change the chart's own Value mode traces. 3Y and 5Y read an em dash rather than a number until the account's own history reaches that far back, so a younger account is never annualized under a label that promises more years than it has lived.
Below that, Income & Realized Gains shows this one account's own cash distributions and realized gains, by calendar year and by holding. On a taxable account it also splits Realized gain into Short-term and Long-term, matched to the shares' own holding period; every other account keeps the single column, because the split changes nothing inside an IRA, a 401(k), a Roth or an HSA.
Switching views and accounts
The tabs are addressable and remembered: reopening an account returns to the view you last had open for it, and switching between two accounts keeps the same view where both support it. An account whose tracking method differs from the one you were viewing substitutes its own landing view, Statements for a snapshot account or Transactions for a ledger account, instead of showing an empty register.
Four editors protect unsaved work: the transaction editor (which also covers deposits, withdrawals, interest and opening cash, so there is no separate cash-entry form), the Reconcile sheet, the statement entry behind Update snapshot and a statement's Edit, and the Account details form. Each asks Save / Discard / Stay before you pick another account or view, and before you leave the page. Save keeps the change and moves on; a save that is refused leaves you where you were, with the reason shown. Discard throws the change away and moves on. Stay keeps you in the editor with nothing lost. An editor with no unsaved change asks nothing, and once you move on it closes. Cancel inside an editor is you choosing to leave it, so it closes without asking. The Account details form always shows the stored account: a change made elsewhere while it is open, such as a model assigned from Allocation models, appears in it, and a field you have already edited keeps your edit. A save you pressed still completes if you move on or discard before it answers, but you will not be told if it then fails: a late answer for a deselected record is discarded, the same as any other background answer once you have moved on. Overview's needs-reconciliation item and the native Import Broker CSV… menu item both open straight into a workspace already scoped to what needs attention.