Portfolio Management and Key Performance Indicators

To view your portfolio and key performance indicators, navigate to the ‘Portfolio’ tab at the top of the webpage.

Portfolio Dashboard


  1. 1.
    Key Performance Indicators
  • Unrealized PnL is your profit and loss that your account would be changed by if you were to immediately close all open positions
  • Open Orders is the cumulative value of your orders that have not been filled yet
  • Filled Orders is the cumulative value of the your orders that have been filled
  • The ‘Lock’ icon allows you to drag and drop windows on each page
  • Portfolio Value is the sum of all value of the positions in your portfolio
  • Profit and Loss is your 24hr realized profit and loss across your portfolio
  • Portfolio headroom is the dollar amount of how much your portfolio can move before running the risk of liquidation (i.e. your c-ratio is close to maintenance c-ratio)
  • Collateral Ratio (c-ratio) is equal to your sum total positions divided by your sum total borrows
  • Leverage is the ratio between your account liabilities and your total equity
2. Account Breakdown
  • Account Assets page displays the assets you hold across your trading account
  • Positions displays the size of your trades as well as the unrealized gain for each one
  • Orders page displays the trades you have placed that have not been filled yet
  • Unsettled page displays the trades that you still need to settle after closing
3. Delta Neutrality displays your delta (directional) exposure across all your accounts