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.
The portfolio view aggregates every wallet into one valuation and one profit figure. Two things to keep straight: unrealised profit moves with the market and is not money until closed, and the display currency is a lens rather than a conversion — nothing is exchanged when you change it. Treat it as a monthly instrument rather than a daily one. Checking an unrealised figure several times a day mostly produces decisions, and the decisions are rarely improvements.
Before you start
- A funded account. The view is more useful once there is history behind it.
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.
If something goes wrong
- The P&L looks wrong after a deposit.
- Deposits change the balance, not the profit. Check whether you are reading total value or performance.
- An asset is missing from the allocation chart.
- Small balances are often grouped under an other category. Open the full asset list rather than the chart.
- The total does not match the sum of the wallets.
- Some views exclude locked or subscribed balances by default. Open the per-wallet breakdown before concluding something is missing.
Frequently asked questions
- Is P&L realised or unrealised?
- The overview shows both. Realised is closed and banked; unrealised moves with the market until you act.
- Does changing display currency convert anything?
- No. It changes how balances are valued on screen only.
- Can I export it?
- Yes, and the export is the practical starting point for tax reporting.
- How is cost basis calculated?
- On the method stated in the export documentation. If you need a particular method for tax, export the raw history and calculate it there.
- Does it include fees?
- Realised figures are net of trading fees. Network fees on deposits and withdrawals sit in the transaction history instead.