> For the complete documentation index, see [llms.txt](https://howto.indexify.finance/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://howto.indexify.finance/indexify/your-portfolio.md).

# Your Portfolio

The Portfolio Dashboard gives you a quick and clear view of the status and performance of your investments. Along with a quick view into your incentives.

<figure><img src="https://3178877330-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtXxHyqKQI5okN7XAJSj7%2Fuploads%2FImneg2o6hto6whS9xeWX%2FScreen%20Shot%202025-12-30%20at%2010.23.26%20AM.png?alt=media&amp;token=1708c933-fa1e-431e-aba3-9d3ef6cb59a2" alt="" width="563"><figcaption></figcaption></figure>

#### **Financial Summary**

* **Your Balance** → The total value of all assets in your account, including invested assets and uninvested cash
* **Invested** → The current value of assets you hold across all Stacks
* **Cash** → Uninvested funds available in your account
* **Points Earned** → Points accumulated from trading, creating Stacks, and platform engagement
* **Total Creator Fees** → Cumulative fees earned from users trading your Stacks
* **Referral Rewards** → Fees earned from activity generated by users you’ve referred
* **Referral Code** → Your unique code used to invite new users and earn referral rewards

***

**Account Overview**

* **Current Balance** → The total value of your account at the present moment
* **% Gain/Loss** → Performance change over the selected timeframe
* **Timeframe Selector** → 4H · 1D · 1W · 1M · Max

**Actions**

* **Deposit Funds** → Add funds to your account
* **Withdraw Funds** → Transfer funds out of your account

***

#### **Portfolio Composition**

A detailed breakdown of the individual assets in your portfolio, showing:

* Each holding’s **value**
* Each holding’s **performance**

<figure><img src="https://3178877330-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtXxHyqKQI5okN7XAJSj7%2Fuploads%2Fo39jAWDq1bn4lKFQY1U4%2Fimage.png?alt=media&amp;token=bdb49eec-25cb-42a5-9068-ac42a4928287" alt=""><figcaption></figcaption></figure>

#### **Transaction History**

A record of your trading activity, including:

* **Type** → Buy or sell
* **Asset** → The asset traded
* **Status** → Current state of the trade
* **Date** → Timestamp of when the trade occurred
* **Amount** → Value of the trade

<figure><img src="https://3178877330-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtXxHyqKQI5okN7XAJSj7%2Fuploads%2FqbAfWw1giBT1NSozskcP%2FScreen%20Shot%202025-12-30%20at%2010.29.32%20AM.png?alt=media&amp;token=65739544-95d0-4d4c-ab92-63ab9e085533" alt=""><figcaption></figcaption></figure>

All trades are recorded onchain and update automatically as they are processed.


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