How to View Your Portfolio Overview and P&L
Get a complete view of your Midas holdings, total value, asset allocation, and profit/loss across all wallet types.
Open the Portfolio Dashboard
Navigate to Wallets > Portfolio Overview. The dashboard displays your total account value in your preferred fiat currency, aggregating balances across Spot, Futures, Margin, Earn, and Options wallets.
View Asset Allocation
The allocation chart shows the percentage breakdown of your portfolio by asset. Identify which assets make up the largest portions of your holdings. This visualization helps you assess diversification and concentration risk.
Check Profit and Loss
The P&L section shows your overall realized and unrealized gains and losses. Filter by time period (24h, 7d, 30d, all-time) and by wallet type. Realized P&L comes from closed trades and completed transactions, while unrealized P&L reflects current open position values.
View Performance History
A portfolio value chart tracks your total account value over time. Use this to identify periods of growth and drawdown. The chart can be viewed alongside market indices for context on how your returns compare to broader market movements.
Analyze Per-Wallet Performance
Drill down into each wallet type (Spot, Futures, Margin, Earn) to see individual P&L. This helps you understand which trading activities and strategies are contributing to or detracting from your overall returns.