Portfolio
The Portfolio page gives you a bird's-eye view of your entire trading operation. Access it from the Studio sidebar under Portfolio.
What you see
Aggregated chart
The main chart shows your total portfolio value over time. Toggle between 7-day and 30-day views. The chart includes:
- Total value — sum of all positions across all bots
- PnL line — profit and loss trend
- Per-bot breakdown — hover to see which bot contributes what
Position table
Below the chart, a table lists every open position:
| Column | Description |
|---|---|
| Token | The token you hold |
| Bot | Which bot holds the position |
| Chain | Solana or Base (EVM) |
| Quantity | Amount held |
| Entry price | Average entry price |
| Current price | Live market price |
| PnL | Unrealized profit/loss |
| PnL % | Percentage change |
Using the portfolio
- Open Studio from the main navigation
- Click Portfolio in the sidebar
- Review the aggregated chart for overall trend
- Check the position table for individual holdings
- Click any position to see the bot that holds it
Tip: Use the portfolio page to spot which bots are performing well and which need risk adjustments. If a bot has consistent negative PnL, review its Strategy and Risk settings.
PnL Calculation
- Unrealized PnL: Current token price minus entry price, multiplied by quantity held
- Realized PnL: Actual profit/loss from completed sell trades
- Total PnL: Sum of unrealized + realized
Filtering and Navigation
- Click any position row to view trade history for that token
- Filter by bot using the bot selector dropdown
- Filter by chain (Solana/EVM) using chain tabs
- Sort columns by clicking headers (value, PnL%, entry price)
Time Ranges
- 7d/30d toggle: Switches the PnL chart between 7-day and 30-day views
- Data points are based on actual trade execution timestamps, not regular intervals
Related pages
- Trading Dashboard — manage open orders
- Trade History — view completed trades
- Wallets — manage connected wallets