Portfolio overview
What the Portfolio page shows, how balances are aggregated, and how FX conversion works.
Updated 2026-05-29·2 min read
The Portfolio page shows a consolidated view of your connected exchange accounts.
What's shown
- Total balance — sum of all holdings across all connected live accounts, converted to USD
- Asset class breakdown — allocation split into: Stablecoins, Crypto, Perps (collateral), Tokens
- Account list — individual balance per connected exchange account
- Holdings — a per-asset view of every position
Which accounts are included?
The portfolio page aggregates all live exchange accounts. Paper trading balances are shown separately on the strategy detail page, not in the portfolio view.
How are assets categorised?
Holdings are classified into four categories:
| Category | Description |
|---|---|
| Stablecoins | USDT, USDC, DAI, and other stablecoins |
| Crypto | Major and alt crypto assets (BTC, ETH, SOL, etc.) |
| Perps | Perpetual futures collateral and positions |
| Tokens | Other tokens not categorised above |
How does portfolio data refresh?
Portfolio data is fetched from exchange APIs on-demand when you open the Portfolio page. The last-fetched timestamp is shown at the top.
How does FX conversion work?
Fiat FX rates (for non-USD accounts) are cached for 120 seconds via Redis. Within that window, USD conversions use the cached rate. After 120 seconds, a fresh rate is fetched from the FX provider.