What does the Portfolio screen show?

Portfolio

Portfolio is your account in one place for the mode you are in: balance and margin, open positions, closed trades, and Edge health over your last hundred trades across live and paper. Every number comes from the exchange or the paper book, never an estimate. If something cannot be loaded the screen says so instead of showing zero.

Step by step

  1. Balance and marginWhat you hold and what is committed to open positions.
  2. Open positionsThe same rows as the trade screen, with the exits.
  3. Closed tradesSettled trades, newest first, each with a Share action.
  4. Edge healthExpectancy and consistency over the last hundred trades. It is a health check, not a score.
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Updated October 2026 · Portfolio & journal · Not what you needed? Tell support and the article gets fixed.