Portfolio

A complete overview, all in one place

The Portfolio page serves as a centralized hub for monitoring trading performance, active positions, and comprehensive portfolio analytics.

Designed for traders to assess their engagement with the platform, this page provides a detailed overview of past and present activities, enabling informed decision-making and strategic adjustments.

Key Metrics Displayed:

• General:

  ◌ Winrate: The percentage of profitable trades

  ◌ Traded Tokens: Total amount of traded tokens

• Trading: ◌ Spent: Total SOL spent on trades ◌ Received: Total SOL received from trades

• Trades: ◌ Total: Total number of trades executed ◌ Copy: Percentage of trades executed via copy trading

PnL Calendar:

Located on the right side, the PnL Calendar is an interactive heatmap reflecting daily trading performance over the past months.

Each box represents a day, with color intensity indicating PnL (green for gains, red for losses). Clicking a specific day opens a detailed view of all trades executed on that date.

General Management:

At the bottom, there are four categories you can use to monitor active positions, track your history, manage copy trading, and review closed positions:

• Active Positions: Displays all current open trading positions, detailing tokens held, investment amounts, remaining value, PnL, and actionable controls. This tab is essential for real-time portfolio management.

• Trading History: Provides a comprehensive log of all past trades, including executed buys and sells, with timestamps, and token details.

• Copy Management: Allows users to oversee and adjust copy trading settings, including the list of traders being mirrored, and options to add or remove traders from the copy portfolio.

• Closed Positions: Lists all completed trades with final outcomes, including total bought, sold, and realized PnL, offering insights into closed strategies and historical profitability.