# Manage Holdings

#### Portfolio Panel <a href="#id-5f1e2abf-531c-49cc-8dd5-9814b739cc2f" id="id-5f1e2abf-531c-49cc-8dd5-9814b739cc2f"></a>

A separate overlay showing your full portfolio (all tokens, not just the current page). Can dock alongside the Trading Terminal or float independently.

**How to open:** Click the portfolio icon in the Trading Terminal header, or use the Portfolio shortcut in the extension popup.

#### What's shown per position: <a href="#id-38f39a99-89de-4a4d-adc5-700728c25492" id="id-38f39a99-89de-4a4d-adc5-700728c25492"></a>

* Token name and ticker
* Position size (token balance)
* Current value (USD)
* Unrealized PnL (USD and %)

> ℹ️ **Entry/average price is not displayed** in the current version. PnL is calculated by comparing total SOL spent on purchases against current market value.

#### Features: <a href="#da0e906f-6a36-4bfd-b7b2-0aa3a29ef50e" id="da0e906f-6a36-4bfd-b7b2-0aa3a29ef50e"></a>

* **Real-time updates** — prices and PnL update in real time
* **Sell from Portfolio** — select a token → sell using percentage buttons (10% / 25% / 50% / 100%) directly from the panel
* **Draggable** — move it anywhere on screen
* **Dock/detach** — snap to Trading Terminal or float independently
* **Minimize/collapse** — reduce to header bar

#### Cross-site consistency <a href="#ab2d6247-d940-42a1-a8b3-3be887e08449" id="ab2d6247-d940-42a1-a8b3-3be887e08449"></a>

Same portfolio data shown on all supported sites — positions don't change when you navigate between sites.

> 💡 **TIP:** New positions appear automatically after a trade — no manual refresh needed.


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