Portfolio
Last updated
Last updated
The Portfolio Overview tab offers a snapshot of your current holdings, performance, and asset distribution. Here’s a breakdown of the key sections:
Balance: Displays your total portfolio balance.
Unrealized PNL: Shows the potential profit or loss on open positions that have yet to be realized by selling.
The pie chart represents the distribution of assets in your portfolio, with major assets listed alongside their percentage of the total.
Click on each slice to filter charts below by that specific asset, providing insights into its individual performance.
A line chart that tracks your portfolio balance over time, allowing you to visualize growth trends and dips.
Hover over the line to see specific values at different points.
A bar chart displays daily profits (green) and losses (red) over the selected period, helping you gauge recent trading performance.
When you click on a single position in the Asset Allocation chart, it drills down into specific stats for that asset. Here's what you see:
Asset Allocation Pie Chart: Highlights the selected asset’s percentage of your portfolio, along with its current balance value.
Balance Chart: Shows the historical balance of the selected asset over a defined period, letting you track its individual growth.
Profit & Loss (P&L) Chart: Displays daily profits and losses for the selected asset, providing insights into its trading performance.
This feature allows for a closer examination of each asset’s performance, making it easier to understand individual contributions to your portfolio’s growth.
In the Open Positions tab, you can keep track of your active assets with real-time metrics, including:
Cost: Initial investment in each asset.
Remaining: Current value of the remaining assets.
PNL and PNL %: Profit and loss both in absolute terms and percentage, showcasing your performance.
The eye icon in the Open Positions tab provides a "Hide" option, allowing you to remove specific assets from your main display view for a more streamlined portfolio overview.
Additionally, the Filter options (top right) let you:
Exclude Dust: Filter out insignificant balances for a cleaner view.
Show Hidden: Reveal assets previously hidden from the display.
For a fun twist, you can also Flex Your PNL - simply click the trophy icon next to an asset with positive returns, and a custom card appears, ready to share your achievements on social media! PNL card displays also your ref link in a QR code.
The Closed Positions tab provides a summary of completed trades with key metrics such as:
Win Rate: Percentage of profitable trades.
Average PNL: Average profit or loss from closed positions.
Average Win Hold: The average duration of holding winning positions.
Top Win / Top Loss: Maximum profit and loss values achieved.
In this tab, you can view details for individual assets, their overall PNL percentage, and quickly access actions such as viewing specific trade histories.
In the "Trades" tab within the Portfolio section, you can review all completed transactions across assets. This includes key details such as:
Date of the trade,
Wallet used for the transaction,
Pair (e.g., NGDOG/SOL),
Side indicating Buy or Sell,
Price per unit,
Amount of tokens involved, and
Total value of the trade, displayed in both native currency and USD.
This tab gives a straightforward record of your trading activity, helping you monitor recent movements and assess the performance of individual trades within your portfolio.
