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Manage Holdings

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Portfolio Panel

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.

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What's shown per position:

  • 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.

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Features:

  • 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

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Cross-site consistency

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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