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The Portfolio page shows what you hold and what you’re in, across every account, exchange and Gateway wallet on the server selected in the top bar. To see a different account set, switch servers there.
The Portfolio page: KPI strip with Portfolio, Bots, Executors and Agents, the Portfolio Evolution chart, Top Holdings, and the Assets table grouped by connector

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The KPI strip

Four figures sit across the top. They’re summaries, not links. At the right end of the strip:

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Charts

  • Portfolio Evolution plots total value over the selected period. The two buttons in its header switch between a line chart and a stacked area chart, which splits the total by token.
  • Top Holdings shows your eight largest balances as bars.

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Assets and Positions

A toggle below the charts switches the table.
  • Assets lists every balance, grouped by connector or network (for example binance or solana-mainnet-beta). Each group shows its token count, total value and share of the portfolio, and collapses when you click it. Each token row shows amount, price, value and allocation.
  • Positions shows what you’re in, with a count on the tab:
    • Holds: perpetual and spot positions held by executors and bot controllers, with side, size, entry, mark, unrealized PnL, leverage and source. Click a row to open that pair on the Trade page.
    • Liquidity: open LP positions, with state, a bar showing where the price sits in the range, value, fees and PnL. Click a row to open the pool on the DEX page.
    Nothing on the Positions tab closes or stops anything. Each row links to the page that does.

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Display currency

The currency selector in the top bar (next to the server selector) sets the currency for every value on the page: USDT, BTC, BRL or EUR. If a token or network is missing, check that its credentials or wallet are set up under Settings → Keys and Wallets. See Exchange Credentials.

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Using Telegram

/portfolio sends a text summary: the total value and a balance table for each connector. See Seeing Your Portfolio. Telegram has no period selector or charts.

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Using Hummingbot API

The page reads two Hummingbot API endpoints: POST /portfolio/state for balances and POST /portfolio/history for the chart. You can call them directly. /portfolio/state takes account_names and connector_names filters:
See the API reference.

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Learn more