> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pacificalens.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage your portfolio, PnL history, and trade journal

> Track equity, unrealized PnL, and margin in one view. Review cumulative PnL history, open positions, funding payments, and log trades in your personal journal.

The Portfolio page gives you a complete picture of your connected wallet's activity on Pacifica.fi. Summary cards surface your key account metrics at a glance, a cumulative PnL chart turns your closed trades into a visual performance story, and a set of tabs lets you inspect every position, order, funding payment, and copy-trading result in detail.

<Warning>
  All portfolio features require a connected wallet. Without a wallet, this page will prompt you to connect before any data loads.
</Warning>

## Summary cards

Four stat cards sit at the top of the Portfolio page and refresh every time you click **Refresh**:

| Card                  | What it shows                                                                                       |
| --------------------- | --------------------------------------------------------------------------------------------------- |
| **Account Equity**    | Your total account value — balance plus unrealized PnL across all open positions.                   |
| **Available Balance** | USDC you can use to open new positions or withdraw.                                                 |
| **Unrealized PnL**    | The current mark-to-market gain or loss across all open positions.                                  |
| **Margin Used**       | Collateral locked in open positions, shown as both a dollar amount and a percentage of your equity. |

## PnL history chart

Below the summary cards, the **PnL History** chart plots your cumulative realized PnL over time. Each data point represents a closed trade added to a running total, sorted chronologically from your oldest trade to your most recent.

The chart uses a zero baseline so you can immediately see whether your overall realized performance is positive or negative. The line and area fill turn green when the cumulative total is above zero and red when it is below. A dot marks the latest value, and the total USDC figure is displayed in the top-right corner of the chart panel.

The chart is labeled *Estimated · realized trades only* — it reflects closed trade PnL fetched from your trade history, not live mark-to-market changes on open positions.

## Portfolio tabs

The tab bar below the chart gives you access to every dimension of your account data.

### Positions

The **Positions** tab lists every open position on your connected wallet. For each position you can see:

* **Token** and direction (Long or Short)
* **Size** in tokens and **Position Value** in USD
* **Entry price** and current **mark price**
* **Unrealized PnL** in USD and as a **ROI %**
* **Liquidation price** (highlighted in red when present)
* A **Close** button that submits a reduce-only market order at 1% slippage directly from this view

### Open orders

The **Open Orders** tab shows every active limit order waiting to be filled. You can sort by symbol, side, price, or amount. Click **Cancel** on any row to cancel that order immediately.

### Trade history

The **Trade History** tab displays your full execution history, including the symbol, direction, fill price, size, and the **realized PnL** on each closed trade. Columns are sortable so you can surface your most profitable or most costly trades quickly.

### Funding history

The **Funding History** tab records every funding payment your positions have received or paid, with the funding rate percentage, the USDC amount (positive if you received, negative if you paid), and the timestamp of each settlement.

### PacificaLens orders

The **PacificaLens Orders** tab is a full log of every order submitted through Pacifica Lens — including auto-copy, manual copy, and directly executed trades. Each row shows:

* **Status** — Success, Failed, Pending, or Cancelled (with a live pulse animation for pending entries)
* **Symbol**, **side** (Market Long / Market Short), and **amount**
* **Source** — Auto-copy, Copy, or Manual
* **Source trader** address (for copy-trade entries)
* **Timestamp** of when the order was submitted

### Copy performance

The **Copy Performance** tab breaks down your copy-trading results per trader. For each trader address you have copied, you see the number of orders attempted, how many succeeded, and an overall success rate. A summary bar at the top shows totals across all traders you have copied.

Copy performance tracks order placement success only. For realized PnL on copied trades, check the **Trade History** tab.

### Price alerts

The **Price Alerts** tab embeds the full alert management interface directly in your portfolio. You can create, enable, disable, and delete price alerts without leaving the Portfolio page. See the [Price Alerts](/features/price-alerts) page for a complete walkthrough.

### Journal

The **Journal** tab is a personal trade log stored in your browser. For each entry you record:

* **Symbol** (selected from all 63 Pacifica markets)
* **Side** — Long or Short
* **Result** — Win, Loss, or Open
* **PnL** in USD (optional)
* **Notes** — free-text field for your trade rationale, setup, or lessons learned

The journal header shows your total entry count, win rate across closed trades, and aggregate PnL from all journal entries. Press **Enter** in the notes field or click **Log Trade** to save an entry.

<Note>
  Journal entries are stored in your browser's local storage and are not synced to any server or across devices. Clearing your browser data or switching browsers will remove all journal entries.
</Note>

### Performance

The **Performance** tab aggregates your trade history into key statistics:

* **Win rate** across all closed trades
* **Profit factor** (gross profit divided by gross loss)
* **Average win** and **average loss** in USD
* Daily and weekly PnL bar charts built from your trade history