Documentation Index
Fetch the complete documentation index at: https://docs.traderframe.io/llms.txt
Use this file to discover all available pages before exploring further.
Overview
The Portfolio page shows a complete view of your trading performance across all connected brokers — covering total earnings, risk exposure, capital allocation, and trade analytics.
URL: /portfolio
Total Earnings Chart
A large area line chart at the top showing your total earnings over time. Period filters: 1M / 6M / 1Y / Custom date.
The current total earnings value (e.g. $15,236) is shown with a % change badge (e.g. +8.7%).
| Button | Action |
|---|
| Export Portfolio | Download your portfolio data as a report |
| Set Alerts | Configure P&L threshold alerts |
Stats Cards (below the chart)
Five key metrics shown as cards below the earnings chart:
| Metric | Description |
|---|
| Portfolio Value | Total value across all connected broker accounts (e.g. $25,800) |
| Unrealized P&L | P&L on currently open positions with % change and trend arrow (e.g. +$1,250 / +8.9%) |
| Today Return % | Percentage gain or loss for today (e.g. +2.1%) |
| Win Rate | Overall win rate across all trades (e.g. 61%) |
| Profit Factor | Gross profit ÷ gross loss (e.g. 1.42) |
A “View Full Performance →” link at the top-right of this section takes you to the full Performance page.
| Chart | Description |
|---|
| Total Earnings | Line chart of total earnings over time. Period filter: 7D dropdown. Shows daily P&L trend |
| Biggest Wins & Losses | Shows total trade count (e.g. 320 Trades), Average Win (e.g. 380),andAverageLoss(e.g.120) with sparkline trend lines |
| Realized vs Unrealized P&L | Bar chart comparing Realized P&L vs Unrealized P&L as percentages. Period filter: 7D dropdown |
Risk Management
| Chart | Description |
|---|
| Drawdown Tracker | Line chart showing peak-to-trough decline % over time (e.g. rising from 0% to 60%). Period filters: 7D / 1M / 6M / 1Y / Custom |
| Open Risk Exposure | Bar chart showing % of capital at risk per asset (e.g. EUR/USD highest at ~75%, then BTC/USD, AAPL, USDT). Period filter: 7D dropdown |
| Leverage Used | Donut gauge showing current leverage (e.g. 3.5X). Legend: Safe Zone / Moderate Zone / High Risk Zone |
| Stop-Loss Coverage | Horizontal bar chart showing % of trades that are Protected vs Unprotected by a stop loss |
Allocation & Exposure
| Chart | Description |
|---|
| Position Size Distribution | Bar chart showing distribution of stake sizes (e.g. 100,200, 300,400, 500,600, $700+). Period filters: 7D / 1M / 6M / 1Y / Custom |
| Sector/Pair P&L | Bar chart showing P&L by sector — Forex, Crypto, Stocks |
| Asset Allocation | Pie/donut chart showing capital split by asset type — Binary, Forex, Stocks, Crypto |
| Broker / Account Split | Horizontal bar chart showing portfolio % split across connected brokers and account types (Broker, US Options, Futures, Binance) |
Trade Analytics
| Chart | Description |
|---|
| Number of Trades | Line chart of trade volume over time. Period filters: 7D / 1M / 6M / 1Y / Custom |
| Holding Period | Bar chart showing distribution of trade durations (1s, 1m, 100s, 1hr+). Filter by asset type: Crypto dropdown |
Strategy Breakdown
A table at the bottom showing performance broken down by strategy/bot:
| Column | Description |
|---|
| Bot | Bot name (e.g. QROTC) |
| Symbol | Trading pair (e.g. USD/JPY) |
| Bot Created on | Date the bot was created |
| No of Trades | Total trades placed by this bot (e.g. 537) |
| Win Rate | Win rate % for this bot (e.g. 70%, shown in green) |
| Total Open | Total open P&L (e.g. 220%) |
| Avg P&L | Average P&L per trade (e.g. $2000) |
