> ## Documentation Index > Fetch the complete documentation index at: https://docs-d0.donutbrowser.ai/llms.txt > Use this file to discover all available pages before exploring further. # Portfolio Overview > Everything you hold across every venue, your performance, and the buttons that move funds. **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 ## Header **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. ## Performance The chart switches between **Net PnL**, **Equity**, and **Return %**, with a **Benchmark** overlay and **24h / 7d / 30d / 3M / 1Y** windows. Four cards underneath: | Card | What it means | | - | - | | **Total Return** | Total return across all accounts, with the all-time figure | | **Win Rate** | Winning trades over total trades | | **Profit Factor** | Gross profit divided by gross loss | | **Max Drawdown** | Largest peak-to-trough drop in the period | 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). ## 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 The Transfer modal with From, To, Network, and Amount The Withdraw modal The Transaction History panel 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](/reference/accounts-and-funds). ## 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](/trade/trade-panel). The Donut Perps positions tab on the Portfolio page ## 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 ## 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. ## What's next * [Run a Strategy: Position Management](/strategies/position-management) * [Portfolio Monitor](/use-cases/portfolio-monitor): a worked daily routine This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.