Trade & Portfolio Management
Manage your spot and futures trades on a single dashboard. Track your open positions, calculate PnL, and analyze your portfolio performance.
Key Features
All your trading and portfolio management tools in one place
Spot Positions
View all your spot holdings. Track entry prices, current value, and unrealized PnL in real-time.
- ✓Multi-exchange support
- ✓Real-time price updates
- ✓Unrealized PnL calculation
- ✓Portfolio allocation view
Futures Positions
Monitor your open futures positions. View leverage, margin, and liquidation levels.
- ✓Long/Short position tracking
- ✓Leverage and margin view
- ✓Liquidation price calculation
- ✓Funding rate impact
PnL Analysis
View your realized and unrealized PnL in detail. Analyze by coin, exchange, or total portfolio returns.
- ✓Realized PnL breakdown
- ✓Unrealized PnL tracking
- ✓Coin-based performance
- ✓Historical return charts
DCA Calculation
Combine purchases made at different times to calculate your average entry price.
- ✓Automatic DCA calculation
- ✓Manual purchase entry
- ✓Average price view
- ✓Break-even analysis
Risk Management
Measure your portfolio risk level. Get stop-loss recommendations and optimize position sizing.
- ✓Risk level scoring
- ✓Stop-loss recommendations
- ✓Position sizing calculation
- ✓Diversification analysis
Performance Statistics
Analyze your historical trading performance. View win rate, average returns, and most profitable coins.
- ✓Win / Loss ratio
- ✓Average gain / loss
- ✓Most profitable / losing trades
- ✓Monthly performance report
Sample Dashboard View
Examples of how you can view your portfolio tools
Spot Portfolio Summary
Futures Positions
How It Works?
4 steps to start using Trade & Portfolio Management
Exchange Connection
Connect your exchanges (Binance, OKX, Bybit, etc.) via API or manually enter your positions.
Position Tracking
All your spot and futures positions are automatically loaded to the dashboard. Real-time prices and PnL calculations are updated instantly.
Analysis & Insights
Analyze your portfolio performance. View your most profitable / losing positions, risk level, and diversification status.
Optimization
Apply risk management recommendations, set stop-loss levels, and optimize your portfolio allocation.
Exchange Connection
Connect your exchanges (Binance, OKX, Bybit, etc.) via API or manually enter your positions.
Position Tracking
All your spot and futures positions are automatically loaded to the dashboard. Real-time prices and PnL calculations are updated instantly.
Analysis & Insights
Analyze your portfolio performance. View your most profitable / losing positions, risk level, and diversification status.
Optimization
Apply risk management recommendations, set stop-loss levels, and optimize your portfolio allocation.
Manage Your Portfolio Professionally
View all your spot and futures positions on a single dashboard, track PnL, and optimize your portfolio with risk management.
Go to Personalized Dashboard