Every Ezana account includes a Mock Portfolio: a paper-trading account that starts with $100,000 in virtual cash. You buy and sell stocks and ETFs against current market quotes and watch the portfolio move with the market, without putting real money at risk.
Where to find it
- Trading, then Mock Portfolio in the top navigation opens the Mock Trading page, with your total value, cash available, open positions, a price chart, and the Place Order panel.
- Your mock portfolio is saved to your account, so it is the same on every device you sign in from. A small “Saving…” indicator appears while changes sync.
Step-by-step
- Open Trading → Mock Portfolio.
- In Place Order, search for a stock or ETF by name or ticker.
- Choose Buy or Sell and enter a dollar amount. The panel shows the price per share, the order total, and your cash after the trade.
- Submit. The order fills immediately and the position appears under Open Positions.
- To exit, sell part of a position with a smaller dollar amount, or click Close on the position row to sell all of it.
How orders fill
Mock orders fill instantly at the latest quote Ezana can fetch for the symbol, at any time of day. Orders are sized in dollars, so you can hold fractional shares. There is no commission and no slippage. A buy cannot exceed your available cash (the panel shows an “Insufficient funds” warning), and a sell is capped at the shares you hold.
What’s not simulated
- Order types: there are no limit or stop orders in the mock account; every order is an instant fill at the latest quote.
- Short selling and margin: you can only sell shares you own.
- Market hours, settlement delays, and partial fills.
- Tax events: mock gains and losses are not real and produce no tax forms.
Resetting your mock portfolio
Click Reset Portfolio at the top of the Mock Trading page. A three-step dialog first offers to download your current positions and trade history as a CSV, then asks you to choose a new starting balance between $1,000 and $10,000,000 (the default is $100,000), then asks you to confirm. Resetting clears all positions and trade history.
Troubleshooting
- “Could not get current price”? The quote for that symbol was unavailable. Wait a moment and try again, or check the ticker.
- Buy button disabled? The dollar amount is larger than your cash available. Lower it or sell something first.
- Want a clean slate? Use Reset Portfolio and save the CSV first if you want a record.
Next in Portfolio & Trading: Paper Trading: Practicing With $100,000 and Tracking Your Performance Metrics.
Related articles
- Paper Trading: Practicing With $100,000
- Paper Trading vs Live Trading
- Executing Trades From Ezana
- Opening an Ezana Brokerage Account
FAQ
Q: Do mock gains generate a 1099?
A: No. Nothing in mock trading is a real trade, so there is no tax event.
Q: Can I start with a different amount than $100,000?
A: Yes. Reset the portfolio and choose any starting balance from $1,000 to $10,000,000.
Q: Does the mock portfolio affect a real brokerage account?
A: No. It is entirely separate, and it stays in place if you later connect or open a real account.