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Portfolio

Once you’ve deposited into multiple vaults, checking each one individually gets old fast. The Portfolio page consolidates everything — positions, PnL, exposure, and capital allocation — into a single view. It answers the question every depositor eventually asks: “How am I actually doing overall?”

Growth Portfolio aggregation is available on Growth and Pro plans.

Why use the Portfolio page?

Section titled “Why use the Portfolio page?”

Individual vault detail pages tell you how one vault is performing. The Portfolio page tells you how you’re performing — across every vault, all at once.

You’ll need a connected wallet with deposits in at least one vault. Once connected, the page reads your positions and aggregates them automatically. No manual tracking required.

Review the portfolio summary

Section titled “Review the portfolio summary”

The summary strip at the top provides a health check across all your positions:

  • Total Portfolio Value — Sum of equity across all vaults, broken down by liquid and locked
  • Weighted APR — Equity-weighted average APR across all vaults
  • Current PnL / Realized PnL / All-Time PnL — Profit and loss across every position
  • Active Vaults — How many vaults currently hold your capital (with exited count)
  • Largest Position — Your single biggest vault position and its concentration percentage
  • Longest Active — Days since your first vault entry

These metrics serve two purposes. At a glance, they tell you whether your portfolio is in good shape. Over time, they reveal trends — is your weighted APR improving? Is your largest position growing or shrinking as a share of total equity?

Check your net directional bias

Section titled “Check your net directional bias”

The bias meter shows your overall market direction across all vault positions, weighted by equity. It condenses every position into a single gauge from Short to Neutral to Long.

This exists because nominal diversification can be misleading. A portfolio split across five long-biased vaults looks diversified on paper, but every position moves in the same direction. The bias meter reveals that hidden concentration.

Use it to check whether your aggregate bias matches your market outlook. If you’re neutral on the market but your portfolio is heavily long, that’s a signal to rebalance. There’s no right or wrong position on the meter — the point is to know where you stand.

Review your equity allocation

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Progress bars show how your capital is distributed across vaults. Each bar displays the vault name, equity amount, and percentage of total portfolio.

This is where you see where your money actually sits. A single vault consuming 60% of your equity is worth monitoring closely — if that vault runs into trouble, most of your portfolio goes with it. The allocation view makes these concentrations obvious at a glance.

Analyze your PnL by bias

Section titled “Analyze your PnL by bias”

Two breakdowns split your profit and loss by market direction.

Unrealized PnL by bias

Section titled “Unrealized PnL by bias”

Visual bars showing which side of the market — Long or Short — drives your open returns. If all your unrealized gains come from long positions, your portfolio’s fate is tied to the market continuing up. A short position generating losses while long positions gain might be serving as a hedge, or it might be a drag on returns.

Realized PnL by bias

Section titled “Realized PnL by bias”

The same breakdown for positions you’ve already closed. Compare it against unrealized PnL to understand whether your profits are locked in or still exposed. Heavy unrealized gains with minimal realized gains means you’re riding open positions — those gains can reverse quickly.

Evaluate your exposure

Section titled “Evaluate your exposure”

Three numbers sum up your total notional value at risk:

  • Gross exposure — Total notional value across all positions
  • Long exposure — Notional value in long positions
  • Short exposure — Notional value in short positions

The long/short split is especially useful. If you’re long $50K and short $10K, your net exposure is $40K long — and a market downturn affects you more than the gross number alone suggests. Use this section to verify that your actual market exposure aligns with your intended positioning.

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