4. Dashboard, Portfolio and Activity
Read your performance at a glance and trace any trade, down to the batcher fee.
Surge accounts for every ADA in and out. The Dashboard shows how your strategies are doing right now. Portfolio adds up your totals, and Activity keeps the full audit trail.
What you'll learn
Reading portfolio value and P&L
Managing strategies from the Active Strategies table
Understanding fees and returns in Portfolio
Tracing any trade in Activity
Dashboard
Portfolio Value
Total value across your wallets, with today's P&L
Realized P&L (30D)
Profit or loss from closed round trips over 30 days, and how many trades were measured
Active Strategies
Every strategy with estimated P&L, 24h volume, trades and last activity
Recent Activity
The latest trades with DEX, pair, side, input, output, fees and status
In Active Strategies you can filter by running or paused, search, sort, or export to CSV. The eye icon opens a strategy, and the pause icon pauses it right from the table.
Portfolio
Trading activity: order count, buy and sell split, volume and average size
Fees paid: split into Surge, batcher, network and pool fees
Returns: all-time and 7-day performance
Realized P&L by strategy: P&L, win rate and closed trades per strategy
Activity
Activity is your full audit trail: every trade, signature and on-chain action.
Switch between the Transactions list and the Calendar view
Filter by buys or sells
Expand any row for the full fee breakdown
Follow the transaction hash to Cardanoscan
Export everything to CSV for your records
Good to know
Realized vs estimated. Realized P&L counts closed round trips only. Estimated P&L also marks open positions at the current price.
Tax time. The Activity CSV export gives you every trade, fee and transaction hash.
Next
Last updated