Portfolio
Overview
The Portfolio section is your comprehensive trading account management hub, providing detailed insights into your account's financial position, performance, and trading activity. This section is organized into three main tabs, each offering unique perspectives on your trading account data.
Tab Overview
Your primary account dashboard and asset overview. The Portfolio tab serves as your main command center, providing a complete view of your account's financial health and performance. This tab is available for all account types (CEX and DEX).
Real-time Portfolio Metrics: Total equity, directional bias, and unrealized PnL
Interactive Equity Charts: Historical performance with Total Equity and Gross Market Value (GMV) tracking
Comprehensive Asset Breakdown: Detailed tables organized by market type (Perpetual Futures, Spot, Cash, etc.)
Risk Management Tools: Liquidation risk assessment for leveraged positions
Historical Trends: Multiple time frames (1d, 7d, 30d, 1y) for performance tracking
Data Export: CSV download functionality for external analysis
For further details specific to this tab please see here.
The Funding tab provides in-depth analysis of your funding-related costs and activities, helping you understand the true cost of maintaining leveraged positions. This tab is only available for Non-DEX accounts.
Key Features:
Funding Cost Analysis: Daily and cumulative funding payments/receipts
Borrowing Activity: Track borrowing costs and patterns over time
Position-specific Funding: Individual funding rates and costs per trading pair
Historical Trends: Visual charts showing funding patterns across different time periods
Performance Impact: How funding costs affect your overall returns
Time Frame Controls: Analyze funding data across 1d, 7d, 30d, and 1y periods
For further details specific to this tab please see here.
The vCeFi tab provides transparency and verification of your trading activity through on-chain proofs. This feature enables you to share verifiable trading performance data while maintaining privacy. This tab is only available for Non-DEX accounts.
Key Features:
Trading Proofs: Blockchain-verified records of your trading activity
Performance Metrics: Total equity, unrealized PnL, and notional exposure tracking
Volume Analysis: Cumulative trading volume and activity patterns
Shareable Performance: Generate shareable images of your trading proofs
Privacy Controls: Toggle between private and public proof sharing
Historical Data: Track performance and volume over time
For further details specific to this tab please see here.
Account Type Differences
Non-DEX Accounts (Centralized Exchanges + Hyperliquid)
All three tabs available: Portfolio, Funding, and vCeFi
Full feature set: Complete risk management, funding analysis, and proof generation
Advanced metrics: Liquidation risk, funding costs, and detailed position analysis
DEX Accounts (On-Chain Swaps/Trading via OKXDEX Integration)
Portfolio tab only: Simplified view focused on asset holdings
Chain-specific organization: Assets grouped by blockchain (Ethereum, BSC, Base, Solana)
Streamlined interface: Optimized for multi-chain portfolio management
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