> For the complete documentation index, see [llms.txt](https://docs.tread.fi/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tread.fi/order-tracking-and-portfolio-management/portfolio/portfolio-tab.md).

# Portfolio (Tab)

### Overview

The Portfolio tab provides a comprehensive view of your account's financial position, including real-time balance information, performance metrics, and detailed asset breakdowns. This tab is the central hub for monitoring your trading account's health and performance.

### Key Features

#### Portfolio Summary Cards

<figure><img src="/files/0k9PlgDAvxb7Yih6o6kq" alt=""><figcaption></figcaption></figure>

The top section displays three key summary cards.

**Total Equity**

* **Displays:** Your current overall portfolio value in USD
* **Calculation:** Sum of cash, spot asset holdings, and net profit/loss from all open perpetual futures positions
* **Time comparisons:** Shows percentage changes over 1 day and 7 days&#x20;

**Directional Bias**

* **Displays:** Your portfolio's overall lean towards long or short positions and an overall net exposure value in USDT with bias classification
* **Classifications:**
  * **Long Bias:** More long positions than short
  * **Short Bias:** More short positions than long
  * **Delta Neutral:** Balanced long/short exposure
  * **Adjusted L/S Ratio:** Shows the percentage breakdown of your long/short exposure

**Unrealized PnL (Not available for DEX accounts)**

* **Displays:** Current profit or loss on your open positions
* **Display:** Value in USDT with ROI percentage

#### Total Equity Chart

<figure><img src="/files/gQR1td0lu83BtYZUrzGX" alt=""><figcaption></figcaption></figure>

A comprehensive chart showing your portfolio's performance over time:

**Chart Features**

* **Total Equity Line:** Your portfolio value over time (white line)
  * **Components included:** Cash/stablecoins + spot holdings + unrealized PnL from perpetual futures positions
* **Gross Market Value (GMV) Line:** Gross Market Value showing total market exposure (orange line) calculated as:
  * **Sum of absolute notional values** from all perpetual futures positions only
  * **Excludes:** Cash, spot holdings, and other non-position assets
  * **Purpose:** Shows your total leveraged exposure to the market, regardless of direction
* **Time Frame Controls:** Buttons to switch between 1d, 7d, 30d, and 1y views
* **CSV Export:** Download button to export historical equity data

**Chart Interactions**

* Hover over data points to see exact values
* Transfer markers show the amount and asset type of deposits/withdrawals
* Multiple transfers near the same time are grouped and offset for clarity

### Additional Charts (Non-DEX accounts only)

**Notional Exposure Chart**

<figure><img src="/files/EXc2JtCk5MW594mByCqD" alt=""><figcaption></figcaption></figure>

* Shows your net market exposure over time
* Helps track how your position sizes change
* Color-coded: Green for positive exposure, red for negative

**Unrealized PnL Chart**

<figure><img src="/files/gdWIW8GbrBa1uQqZkHqN" alt=""><figcaption></figcaption></figure>

* Displays your unrealized profit/loss over time
* Useful for tracking performance trends
* Shows the impact of market movements on your positions

**Liquidation Risk Panel (Perpetual Futures only)**

<figure><img src="/files/rfxa51Z9Y0y5eJlX0H4y" alt=""><figcaption></figcaption></figure>

* **When shown:** Only appears if you have open perpetual futures positions
* **Key metrics:**
  * **Liquidation Buffer:** Available funds above maintenance margin
  * **Maintenance Margin:** Required margin to maintain positions
  * **Margin Ratio:** Maintenance margin as percentage of wallet balance
  * **Average Leverage:** Weighted average leverage across positions
  * **Risk Assessment:** Color-coded risk levels from safe to high risk
  * **Progress Bar:** Visual representation of liquidation risk

#### 4. Asset Breakdown Tables

Your assets are organized into expandable sections by market type:

**Market Type Categories**

<figure><img src="/files/ZaaHBvnLB4GHXRMcin7f" alt=""><figcaption></figcaption></figure>

* **Perpetual Futures:** Leveraged positions with funding fees
* **Spot:** Regular cryptocurrency holdings
* **Spot Margin:** Leveraged spot positions
* **Cash:** Stablecoins and fiat currencies