> For the complete documentation index, see [llms.txt](https://docs.click.trade/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.click.trade/web-terminal/portfolio.md).

# Portfolio

Track balances, positions and results for Spot, Perps and Predictions.

## Overview

The **Portfolio** page gives you a complete overview of your trading activity, balances, and performance across every Click product.

Instead of managing separate accounts or dashboards, your Portfolio brings your Spot, Perpetual Futures, and Prediction Markets activity together in one place, making it easy to monitor your positions, track performance, and review your trading history.

## Portfolio Overview

At the top of the Portfolio page, you'll find a summary of your account.

This includes:

* Total Assets
* Individual balances for Spot, Perpetual Futures, and Prediction Markets

This overview provides a snapshot of your entire account before diving into each individual product.

## Spot Portfolio

The Spot Portfolio gives you a detailed view of your spot trading activity and holdings.

![Portfolio, Spot](https://953360368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvlAJauw5lS9CaoRy1bfd%2Fuploads%2FLqM2JbkkvAJXKWihdZ6O%2F01-portfolio-spot-44.jpg?alt=media)

You can view:

* Active Positions
* Closed Positions
* Hidden Positions
* Activity

Use the available filters to review performance over different time periods:

* 1 Day
* 7 Days
* 30 Days
* Max

Performance can also be displayed in either **USD** or **SOL**, allowing you to analyze returns in your preferred denomination.

A built-in search tool makes it easy to find current or previously held tokens, while the Portfolio Breakdown visualization provides a quick overview of how your holdings are allocated.

## Perpetual Futures Portfolio

The Perpetual Futures Portfolio provides an overview of your leveraged trading performance.

![Portfolio, Perps](https://953360368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvlAJauw5lS9CaoRy1bfd%2Fuploads%2FCjr7EBiXySzpoQWDtSrH%2F02-portfolio-perps-45.jpg?alt=media)

Available metrics include:

* All Time PnL
* Number of Trades
* All Time Volume
* Account Value

You can also:

* View open positions
* Search your trading history
* Review historical performance

This allows you to quickly evaluate your trading activity and monitor active positions.

## Prediction Markets Portfolio

The Prediction Markets Portfolio tracks the performance of your prediction market positions.

![Portfolio, Predictions](https://953360368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvlAJauw5lS9CaoRy1bfd%2Fuploads%2FxVQXsbUisS5jrHYkpc7o%2F03-portfolio-predictions-46.jpg?alt=media)

Available account metrics include:

* Unrealized PnL
* Claimable Now
* Account Value
* Realized PnL

Positions can be filtered by:

* Active
* Claimable
* Settling
* Won
* Lost
* Trade History

This makes it easy to identify positions awaiting settlement, collect winnings, and review previous predictions.

## Portfolio Breakdown

The Portfolio Breakdown visualization provides a quick snapshot of how your assets are distributed across your account.

Use this view to better understand your exposure across different assets and trading products without manually calculating allocations.

## Search & Filters

The Portfolio page includes powerful filtering tools to help you quickly locate positions and evaluate performance.

Available options include:

* Search by token
* Filter by time period
* Switch between USD and SOL performance
* Review active and historical positions
* Sort positions by product category

These tools make it easy to analyze your account regardless of how many trades you've completed.

## Why Use Portfolio?

The Portfolio page is designed to centralize everything related to your trading performance.

From a single dashboard, you can:

* Monitor your total account value
* Review Spot, Perpetual Futures, and Prediction Market performance
* Analyze realized and unrealized PnL
* Search historical trades
* Track portfolio allocation
* Monitor active positions across every product