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Portfolio

The Portfolio page is your trading dashboard, bringing together your balances, positions, orders, and account activity in one place.

From the Portfolio page, you can monitor your trading performance, manage your assets, review account history, and access additional account features.

Overview

The Overview section provides a summary of your account, giving you quick access to your balances, positions, account health, and collateral management.

From here you can:

  1. View your account balance and portfolio performance, switch between Balance and PnL views, and quickly deposit, withdraw, or transfer assets.
  2. Monitor your account health, including margin usage, borrow capacity, unrealised PnL, and liquidation risk.
  3. View your asset balances, collateral value, available margin, and manage deposits or withdrawals for supported assets.
  4. Review and manage your open positions, including unrealised PnL, funding, and TP/SL orders.
The Overview dashboard brings together portfolio performance, account health, asset balances, open positions, and access to Support.

See also:

Open Orders

The Open Orders section displays all active orders across your account.

From here you can:

  1. Switch between Limit, Trigger, TP/SL, and TWAP orders.
  2. View your orders, including order details, quantities, prices, and current status. You can also edit or cancel individual orders.
  3. Cancel all open orders with a single click.
Use the order type tabs to filter active orders, review or manage each order from the table, or cancel every open order at once.

See also:

History

The History section provides a complete record of your account activity.

From here you can:

  1. Switch between different history categories, including Trade History, Order History, Deposits & Withdrawals, Funding, PnL, and Collateral Exchange.
  2. Filter Trade History and Order History by order type, including Market & Limit, Trigger, TP/SL, and TWAP.
  3. Review your account activity based on the selected history category.
  4. Export your history for your own records.
  5. Filter your history by date range.
Choose a history category and order type, review the matching account activity, export your records, or limit the results to a date range.

Sub-Accounts

The Sub-Accounts section allows you to create and manage multiple trading accounts from a single wallet. Each wallet can create multiple sub-accounts, allowing you to organise positions, isolate trading strategies, or grant delegated trading permissions.

From here you can:

  1. Select the wallet whose trading accounts you want to view and manage.
  2. Manage your sub-accounts, including viewing balances, available funds, delegates, and actions such as transferring funds, withdrawing collateral, and opening the trading page.
  3. Manage delegated trading by expanding each sub-account to view existing delegates or add new ones. You can also choose whether hidden sub-accounts are displayed.
  4. Create a new sub-account for a different trading strategy or to separate positions. Sub-accounts can also be used with Delegated Trading to grant another wallet permission to trade on a specific account.
Select a wallet, review and manage its sub-accounts and delegates, control hidden accounts, or create a new sub-account.

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Referrals

The Referrals section allows you to invite other traders and earn rewards.

From here you can:

  1. Copy your referral code or referral link.
  2. Share your referral code or referral link through supported channels.
  3. View and claim your available referral rewards.
  4. Monitor your lifetime referral rewards and fees generated.
  5. View your total number of successful referrals.
  6. Review your referral history, including rewards earned from each referral.
Copy or share your referral details, claim available rewards, monitor lifetime performance, and review the rewards earned from each referral.

See also:

Support

If you need assistance while using the Portfolio page, click Support in the bottom-right corner of the Exchange.