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  1. Terminal
  2. Portfolio manager
  3. Portfolio overview

Statistics Overview

PreviousPortfolio overviewNextAssets overview

Last updated 4 months ago

The Portfolio Manager provides a detailed overview of your trading activity and wallet performance. Here’s what you’ll find:

  1. Balance

    • Displays your total balance in SOL and its USD equivalent.

    • Quick actions:

      • Deposit funds into your wallet.

      • Withdraw funds to an external wallet.

    • Clicking the three dots next to your balance reveals additional options:

      • Distribute: Split your balance across multiple wallets for diversification.

      • Consolidate: Merge funds from multiple wallets into a single wallet for easier management.

  2. Wallet Selector

    • Use the Wallet Summary dropdown to switch between individual wallets or view a combined summary of all your accounts.

  3. Portfolio Allocation

    • A bar chart displays the value of each token in your portfolio, helping you understand how your assets are distributed.

  4. PnL (Profit and Loss) Statistics

    • Spent: Total amount you’ve invested.

    • Earn: Realized earnings from completed trades.

    • Unrealized PnL: Current profit or loss on open positions.

    • Total Revenue: Overall performance, combining gains and losses.

  5. History

    • Displays a record of your most recent withdrawals, including:

      • Transaction type (e.g., SOL withdrawal).

      • Amount withdrawn.

      • Status of the withdrawal (e.g., completed).

This streamlined overview ensures you have all the key metrics and tools at your fingertips, making it easy to manage and monitor your portfolio effectively