Portfolio

Use Portfolio to answer four practical questions:

• What is my account state right now?
• Can I fund or withdraw from here?
• What positions, orders, and fills are active?
• What can I share from the current position view?

Account Overview

Use the account overview to check equity, balance, unrealised PnL, maintenance margin, and account leverage before resizing risk.

Balance and Equity Metrics

• Spot and Perps separate the two account contexts.
• Account Equity tracks total account value including unrealised PnL.
• Balance shows available funds in the account.
• Unrealized PnL shows the current floating gain or loss.

Risk Metrics

• Maintenance Margin shows the threshold that matters for liquidation logic.
• Cross Account Leverage shows aggregate leverage when shown in the UI.

For the price references behind PnL and liquidation behaviour, see Trading Fundamentals.

Deposit and Withdraw

Use the account panel when you need to move funds in or out of the trading account.

• Deposit supports a direct crypto funding path into the trading account.
• Fiat funding runs through the HyBridge on-ramp integration.
• Withdraw is managed from the same account area when shown in the current layout.

If you are still completing the first deposit, go back to Get Started with Borsa.

Positions, Orders, and Fills

Portfolio is one of the main monitoring views for account activity. The same monitoring categories also appear as lower activity tabs in Trade when available in your current layout.

• Positions is where you track active exposure by market.
• Open Orders is where you review working orders that have not been fully filled or cancelled.
• Order History is where you check submitted orders and state transitions.
• Fill History is where you inspect executed fills.

Use Trade when you want these tabs next to the chart and execution panel. Use Portfolio when you want the same activity in a more account-centred view.

PnL Cards

PnL Cards let you turn the current visible state of an active position into a shareable snapshot.

Share PnL Flow

1. Open Positions.
2. Find the active position you want to share.
3. Click Share PnL next to PnL (ROE).
4. Generate the snapshot and share it from the resulting flow.

When to Use PnL Cards

Use PnL Cards when you want to:

• Share the current state of an open position without posting a full workspace screenshot.
• Capture the visible PnL (ROE) at a specific moment.
• Send a cleaner visual update to someone else.

If the share action is missing, see Troubleshooting.

Key Terms