> ## 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. # Portfolio > A complete picture of your portfolio — earnings, risk, allocation, and strategy breakdown ## 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` *** ## Header Portfolio page — total earnings chart, stats cards, and Performance Overview ### 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%). ### Header Action Buttons | 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) | Switching between **Live** and **Demo** mode in the top nav updates all stats and charts instantly. *** ## Performance Overview 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), and Average Loss (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 Portfolio Risk Management — Drawdown Tracker, Open Risk Exposure, Leverage Used, Stop-Loss Coverage | 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 Portfolio Allocation & Exposure — Position Size Distribution, Sector P&L, Asset Allocation, Broker Split, Trade Analytics, Strategy Breakdown | 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) |