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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.

Summary header

Bottom panel tabs

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

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.