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Portfolio is the second item in the left rail. The page opens with your equity curve, four performance cards, the accounts panel, and the positions table across every venue.
The Portfolio page with the equity chart, performance cards, accounts panel, daily PnL calendar, and positions

The Portfolio page.

Welcome back with your name, and three buttons: Export XLSX downloads a workbook of your performance, positions, and transactions; Share makes a card; Ask D0 reviews the book in chat.

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Performance

The chart switches between Net PnL, Equity, and Return %, with a Benchmark overlay and 24h / 7d / 30d / 3M / 1Y windows. Four cards underneath: On the right: Daily PnL, a calendar colored by gain and loss, and the 90-day summary (profitable days, losing days, best day, worst day).

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Accounts

Total Equity across all chains, with All chains as a filter, and the venues underneath: Spot & DeFi, Donut Perps, Hyperliquid Perps, Polymarket, each with its value and 24h change. Four actions above them: Deposit, Transfer, Withdraw, History.
The Deposit modal with a Solana address and QR code

Deposit: the venue's address and QR code.

The Transfer modal with From, To, Network, and Amount

Transfer: move funds between your own accounts, for example Wallet to Donut Perps.

The Withdraw modal

Withdraw: recipient address, network, amount, fee, and arrival time.

The Transaction History panel

History: every transfer, withdrawal, bridge, deposit, and swap.

Transfers between your own accounts go through without a confirmation step. Withdrawals to an external address always confirm the chain, token, address, and amount. See Accounts & Fund Isolation.

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Positions by venue

At the bottom: Spot / Donut Perps / Hyperliquid Perps / Polymarket / DeFi, each with Positions, Open Orders, Trade History, Order History. The same table as the Trade view. See The Trade Panel.
The Donut Perps positions tab on the Portfolio page

Donut Perps positions from the Portfolio page.

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Ask D0

Click Ask D0 in the header and D0 reads your holdings, open positions, and risk, then offers the next step: Analyze my portfolio, Reduce my BTC concentration, Draft a rebalance plan.
D0 summarizing the portfolio in chat with three follow-up actions

Ask D0 on the portfolio.

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Tips

Ask D0 for a quick risk check. It reads your live positions and balance and tells you where your exposure is concentrated and what to watch.
Export XLSX after any period you want to review. One workbook holds performance, positions, and transactions.

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What’s next