Wallet & Portfolio

Asset wallet overview

This feature combines multiple wallets into a single portfolio. You can view all connected crypto wallets at once — balances, open orders, and recent transactions.

The Portfolio page shows key information about the overall status of your portfolio, such as total portfolio value, available balance, reserved balance, asset allocation, profit/loss, and capital-usage level. This information helps you understand the current state of your portfolio and supports decisions about capital management, opening new bots, tracking trade results, and controlling risk more effectively.

1.1 Viewing total portfolio value

Total USD value across the whole portfolio, per account, and across all accounts.

1.2 Assets

Displays asset information and all the currencies you hold.

1.3 Viewing profit/loss

Displays profit data as a chart, by month and by day.

Investment portfolio overview

2.1 Account list

Shows all accounts in the portfolio, with total value and balance of assets, as well as the amount invested.

2.2 Asset allocation

Displays the proportion of each asset type within the portfolio, helping you understand which assets you hold and how much each one weighs against the total portfolio value. This helps you assess your cash-reserve readiness and the risk of relying too heavily on any single asset type.

Switching between asset accounts

You can switch smoothly from one wallet to another without logging out or opening a separate browser window.