briefcasePortfolio

The Portfolio page provides a complete overview of your holdings, balances, PnL, trading performance and open positions across all connected wallets. Use it to monitor performance and quickly manage positions.

Header & Profile Section

  • Global navigation (Social trends, Meme radar, Rating KOLs).

  • Search bar for tokens/KOLs.

  • Account controls: referrals, cashbacks, Portfolio link, Deposit, your token balance, profile menu.

  • Profile card: avatar, name, handle, join date, platform rating.


Key Metrics (Top Tiles)

  • Total Value Holding — current value of all assets.

  • Available Balance — liquid funds available for trading.

  • Unrealized PNL — profit/loss on open positions.

  • PnL (chart) — total PnL over the selected timeframe.

  • Win/Loss Rate — % of profitable vs losing trades.

  • Total TXs — number of executed transactions.

  • Profit/Loss Distribution — histogram of trades grouped by return bands.

Color logic: green = profit, red/orange = loss.


PnL Chart & Analytics

  • Timeframes: 1d / 7d / 30d / Max.

  • Advanced analytics toggle: shows deeper metrics.

  • Wallet selector: filter by one or multiple wallets.

  • Interactive PnL chart: hover for values, share/export via icon.


Tabs

  • Positions — your current holdings.

  • Trade History — chronological record of trades (export available).

  • Activity — deposits, withdrawals, system events.


Positions Table

Columns:

  • Token — name/symbol.

  • Bought — average buy price + quantity bought.

  • Sold — amount sold.

  • Remaining — current value and remaining amount.

  • PnL — per-position profit/loss (absolute + %).

  • Wallet — wallet holding the position.

  • Action — quick Sell or open details.

Features:

  • Column sorting.

  • Search (“Search positions…”).

  • Currency toggle (e.g., SOL ↔ USD).

  • Click a row to open detailed view.


Actions

Sell a position

  1. Find the token in the Positions list.

  2. Click Sell.

  3. Choose amount, order type (market/limit), wallet.

  4. Confirm — positions and KPIs update automatically.

View position details

Open via row click or details icon for full trade data and charts.

Filtering

Use timeframe, wallet selector, or click a band in the P/L distribution to filter trades/positions.


Key Definitions

  • Total Value Holding = aggregated market value across selected wallets.

  • Unrealized PNL = (market price – avg buy) × remaining quantity.

  • Realized PNL = PnL from closed trades.

  • Win/Loss Rate = % profitable trades during selected timeframe.

  • Profit/Loss Distribution = grouped returns for all trades in timeframe.


Notes & Behavior

  • Changing timeframe or wallets updates all metrics instantly.

  • Data includes both realized and unrealized PnL (see chart tooltip).

  • Export available in Trade History.

  • If the wallet disconnects, actions like Sell are disabled until reconnecting.

Last updated