HexaDocs
Trading

Portfolio

Your holdings with cost and PnL, open orders, recent activity and your running automations in one place.

Portfolio (top bar, or the tab bar on a phone) is the overview of everything you hold and everything running for you.

The Portfolio page with balance, PnL and holdings

At the top

  • Total value of your holdings.
  • Unrealized PnL on open positions and Realized 30d profit with the number of trades.
  • Perps equity when you have a perpetuals account.
  • Win rate and a 7d curve of your results.
  • Share PnL makes a PnL card for the last 30 days.

The tag next to the title says Main wallet in live mode and Paper in simulate mode, where every figure is simulated.

Tabs

TabWhat it shows
HoldingsEach position with amount, cost, value and PnL, and a Sell shortcut. Tokens that arrived in your wallet without being bought on Hexa are listed separately, without cost or PnL
Open ordersLimit, trigger, ladder, take-profit and stop-loss orders across all tokens, with Cancel
ActivityYour last 50 fills and transfers, with the realized PnL of each sell
Agents & copiesThe copy trades and agents running on your account

Where did my trade go?

A failed order moves no funds apart from, at most, the network fee, and is never retried for you. Check Activity for the result and place the order again if you still want it.

On this page