> For the complete documentation index, see [llms.txt](https://docs.surgecardano.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.surgecardano.com/dashboard-and-account/portfolio.md).

# Portfolio

The Portfolio page aggregates every **strategy wallet** you own: total value, allocation by token, per-token holdings, realized P\&L by strategy, and a performance chart. Your connected browser wallet is deliberately excluded — the portfolio is what your strategies control.

<figure><img src="https://3209983894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmMfUiFIhCCXdhd3FmcPK%2Fuploads%2FzuKOurKo6vnEHbxvmNFq%2FScreenshot%202026-09-03%20at%201.07.54%E2%80%AFPM.png?alt=media&amp;token=98374805-5dd4-4ae4-a77f-512f3d9a5a41" alt=""><figcaption></figcaption></figure>

### Sections

| Section                 | What it shows                                                                                                                                  | Source                                                                                                    |
| ----------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------- |
| Stats                   | Total value in ADA, realized 30-day P\&L with coverage, number of assets                                                                       | Live wallet balances × current pool prices; realized P\&L from measured round trips                       |
| KPI cards               | Trading activity (orders, volume), fees paid (Surge / batcher / network / pool and as % of volume), returns (all-time, 7-day, measured trades) | Your order records                                                                                        |
| Strategy P\&L breakdown | Realized P\&L, win rate, closed count and an "unmeasured" badge per strategy, with a total                                                     | Grid, Arbitrage and Rule-based only                                                                       |
| Performance chart       | Portfolio value over time, selectable range and interval                                                                                       | Three-hourly snapshots of your strategy wallets' value `[ENV: snapshots run in production only]`          |
| Allocation              | Donut of holdings by value; centre shows "Deployed %" (share not in ADA)                                                                       | Live balances                                                                                             |
| Holdings table          | Token, amount, price, value, share — sortable                                                                                                  | Live balances; tokens with unknown decimals show a **No decimals** badge and contribute zero to the total |

### How value is computed

Each wallet's ADA plus, for each token, amount × the deepest pool's ADA price. Prices come from Surge's price feed and are cached; a **Sync** button forces a refresh of balances and prices. A price that is missing, from a pool below 1,000 ADA, or older than 24 hours is treated as unavailable and the token is excluded from the total (a banner appears if price fetching failed).

### Returns

* **All-time return** = all-time realized P\&L ÷ total ADA spent on buys across all your orders.
* **7-day return** = last 7 days' realized P\&L ÷ the same denominator.

Because the denominator includes buys from DCA and Cadence — which have no P\&L calculation — running those strategies lowers the displayed return without any loss having occurred. Read the per-strategy breakdown for the measured picture. See [Profit and loss](/orders-and-transactions/pnl.md).

### Performance chart and stats tile

The chart's series comes from periodic value snapshots of your strategy wallets, while the headline tile is computed live from balances, so the two can disagree slightly; the chart's tooltip says so. `[VERIFY: the snapshot series covers strategy wallets only and excludes the connected wallet, matching the tile.]`

### Empty and error states

Not signed in → connect prompt. No strategy wallets → "No wallets found". Price fetch failure → banner; values that could not be priced are omitted rather than shown as zero.


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