Portfolio Widget

The Portfolio widget displays your cross-chain token holdings with real-time prices and enables instant selling across Solana and EVM chains.

Features

Combined Cross-Chain View - "All" tab merges holdings from all chains
Multi-Chain Support - Solana, Ethereum, BSC, Base, and Polygon
Parallel Fetching - All chains load simultaneously for fast updates
Instant Tab Switching - No refetch when switching chains (computed from cache)
Chain Badges - Colored pills identify which chain each token is on
Sort Controls - Sort by Value, P&L, or Chain in combined view
Quick Sell - Sell tokens directly from the portfolio
Entry Price Tracking - Set entry prices and track P&L per token
Header Value - Total portfolio value displayed in the app header

Requirements

To use the Portfolio widget, unlock at least one terminal wallet:

Solana wallet — for SOL chain holdings
EVM wallet — for Ethereum, BSC, and Base holdings

Wallets are managed in Settings → Trading Accounts.

Combined View ("All" Tab)

The default "All" tab shows holdings from every chain with a wallet:

Holdings are merged and sorted by USD value (default)
Each token shows a colored chain badge (e.g., purple for Solana, blue for Ethereum)
Tokens with the same symbol on different chains appear as separate rows
Sort buttons let you reorder by Value, P&L, or Chain
A card / table view toggle switches the holdings layout

Per-Chain Tabs

Click any chain tab to filter to just that chain's tokens. Tab switching is instant — data is already cached from the initial parallel fetch.

Each tab shows:

A loading spinner while that chain is fetching
An error icon if fetching failed (other chains still display)

Holdings Display

Each token row shows:

Token Symbol — clickable link to block explorer
Chain Badge — colored pill in "All" view (SOL/ETH/BSC/BASE)
Balance — number of tokens held
USD Value — current total value
Per-Token Price — shown as @ $84.09 when no entry price is set
P&L % — shown when an entry price is set

Entry Prices

Click any token row to expand it, then:

Click Set to enter your buy price
P&L is calculated as (current - entry) × balance
Entry prices persist in localStorage across sessions

Quick Sell

Instantly sell tokens using the quick sell buttons:

Button	Action
25%	Sell 25% of holdings
50%	Sell 50% of holdings
75%	Sell 75% of holdings
100%	Sell entire position

How It Works

Solana tokens:

Click a percentage button → Jupiter quote → sign & send → receive USDC

EVM tokens (ETH/BSC/Base):

Click a percentage button → 0x quote → token approval (if needed) → sign & send → receive native token (ETH/BNB)

In the "All" view, quick sell automatically detects which chain the token is on and uses the correct swap route.

⚠️

Quick sell uses market orders with slippage. For large positions, consider the Swap widget for better price control.

On-Chain TP / SL

Expand a holding to attach a client-side take-profit or stop-loss: set a trigger price and a sell percentage, and the on-chain order engine fires a quick-sell through the Swap engine when the token's price crosses the trigger. Active TP/SL show on the holding with a one-click cancel. This is how buys made from Trenches or the News Feed get bracketed after the fill.

Header Portfolio Value

The app header shows your total portfolio value at a glance:

Compact format — $12.3K, $1.2M, etc.
Click to expand — dropdown with per-chain breakdown and chain-colored labels
Wallet status — shows "Locked" with a lock icon when wallets exist but aren't unlocked
Hidden when empty — shows $0.00 only when wallets are unlocked but have no holdings

Settings

Click the Settings gear icon to customize sell percentages:

Enter percentage values (comma-separated)
Click Save to apply
Percentages persist across sessions

Info bar shows which swap router is used per chain:

SOL → Jupiter (→ USDC)
EVM → 0x (→ native token)

Data Sources

Helius DAS API — Solana token metadata and balances
EVM Portfolio API — ERC-20 balances via chain RPCs
Jupiter / DexScreener — Token prices
0x — EVM swap quotes and execution

For best results on Solana, configure a Helius API key in your environment variables.

Troubleshooting

Tokens Not Showing

Ensure at least one wallet is unlocked
Check that tokens have a value > $1
Click the refresh button to re-fetch all chains

One Chain Shows Error

Other chains will still display normally
The failed chain tab shows an error icon
Click refresh to retry all chains

Sell Failed

Check wallet has enough native token for gas fees (SOL / ETH / BNB)
Ensure sufficient token balance
For EVM tokens, approval may be needed first (handled automatically)

Accounts Swap