> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bm.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# BM.XYZ Portfolio: Balances, Positions, and Trade History

> The BM.XYZ portfolio dashboard shows your account value, open positions, balances, trade history, and funding payments in one place.

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

| 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                                |

<Note>
  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.
</Note>

## 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](/explorers/clob-scan) or [BM Scan](/explorers/bm-scan) to cross-check settlement transactions and confirm that your on-screen balances match the onchain state.