Portfolio is your account command center: net worth, balances, open positions, and history — all in one place. It surfaces the key metrics you need at a glance and provides direct access to account management actions like deposits, withdrawals, and internal transfers.
| Metric | Description |
|---|
| Account value | Total equity across spot and perps |
| Unrealized PnL | Mark-to-market on open perp positions |
| Available balance | Free collateral available for new orders |
Bottom panel tabs
| Tab | Content |
|---|
| Balances | Spot and perps USDC balances; internal transfers |
| Positions | Open perp positions — entry price, liquidation price, and unrealized PnL |
| Open Orders | Resting limit orders and advanced trigger orders |
| Trade History | All executed trades |
| Funding History | Perpetual funding payments (perps only) |
| Order History | All orders including canceled and expired |
Testnet V1 ships the core tabs (Balances, Positions, Open Orders, Trade History). V2 adds richer history tabs — Funding History and full Order History — where backend aggregation is available.
Actions
| Action | Testnet | Mainnet |
|---|
| Send tokens | ✅ | ✅ |
| Spot ↔ Perps transfer | ✅ | ✅ |
| Deposit / Withdraw | Faucet only | ✅ (doc coming) |
Isolated margin (perps)
On isolated positions you can Add Margin or Remove Margin to adjust your liquidation distance without closing the position. Both actions are available from the Positions tab by clicking the margin indicator on the relevant row.
Mobile
Portfolio is available on mobile web with a simplified layout. Core balances and open positions remain fully readable; some wider tables scroll horizontally on smaller screens.
Verify balances onchain
Use Clob Scan or BM Scan to cross-check settlement transactions and confirm that your on-screen balances match the onchain state. 