Portfolio Management

Portfolio is the wallet workspace for viewing balances, positions, activity, and Autopilot runs. It combines a unified spot wallet with separate perpetual sub-wallets while keeping each wallet's account data and permissions isolated.

Trading, transfers, withdrawals, and Autopilot can move funds or open real positions. Review the confirmation screen before approving any action.

Workspace navigation

The wallet selector and the main tabs stay in sync:

• All wallets opens Overview.
• Spot wallet opens Spot and restores the last selected spot sub-view.
• Perps wallet opens Perps, restores that sub-wallet, and restores its last selected sub-view.

The selection is stored in the page URL. Browser back, forward, and refresh restore the same wallet and tab. The header actions include Transfer, Withdraw, and Deposit. Overview also provides the transfer entry point.

Overview

Overview groups wallets into two collapsible sections:

• Spot wallet combines supported chains into one row. The chain logo stack, total value, and asset count summarize the entire spot wallet.
• Perps wallets lists each exchange sub-wallet separately with its equity and purpose.

When a perps wallet has an active Autopilot run, its running card appears next to the wallet identity. Select the card to open that run's live detail panel. Selecting the rest of the wallet row opens the perps workspace. Use Add wallet at the end of the perps list to start the wallet creation flow.

Spot workspace

The spot summary shows Total Value, Balance, and authoritative 24h, 7d, and 30d PnL, followed by the Holding, Activity, and Open Order tabs. If the PnL summary is temporarily unavailable, these values remain blank instead of being estimated from token price movement.

Holding rows include the asset logo, normalized ticker, chain, quantity, price, value, allocation, PnL, and available trade actions. Select an asset identity to open its asset page. Minara uses chain and token-address metadata to resolve stablecoins, wrapped assets, and less common tokens instead of treating every ticker as a stock symbol.

After the first snapshot, supported token prices update through WebSocket streams. Value, allocation, and price-driven PnL update with the latest quote. Wallet quantity, cost, chain, and token identity continue to come from Minara's authoritative wallet snapshot.

Perps workspace

The perps summary includes:

• Wallet Equity, available or withdrawable balance, used margin, and margin usage
• Unrealized PnL and 24h, 7d, and 30d PnL
• A wallet-equity curve for 1D, 7D, 1M, and All

The curve represents total wallet equity, not available balance. Its latest point follows live mark prices while historical points remain tied to the selected HTTP range.

Perps sub-tabs include Positions, Open Orders, Trades, Funding, Order History, Transfer History, and Strategy History. Symbols use a consistent logo and ticker without exchange prefixes such as xyz:. Select a symbol to open its asset page.

Positions opened by an AI-managed run show an AI badge. Manual close and take-profit or stop-loss actions are disabled for those positions so Autopilot remains the only controller. Close trades can be shared, and supported trade records link to the exchange transaction explorer.

Loading and refresh behavior

On the first visit, Portfolio renders wallet-shaped skeletons. Each wallet appears as soon as its data settles, so one slow wallet does not block the rest. Identity can appear before value data; unresolved values remain skeletons and never flash as $0.

After a successful load, switching tabs or wallets keeps the latest data on screen and refreshes it in the background. A refresh failure keeps the previous snapshot and marks it stale. A first-load failure shows a retry action.

History lists load additional pages as you scroll. This applies to trades, order history, transfer history, funding history, and strategy history when the upstream source supports pagination.

Data freshness

Related

• Autopilot
• Sub-wallets
• Your first trade