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The portfolio page shows your balances, agent allocations, performance, and open activity.

Main balances

Portfolio

Your total account value across cash and agent positions.

Cash

Funds that are available at the portfolio level.

Agent equity

The value currently sitting inside a specific agent.

Agent cash

Idle funds inside an agent that can be used for future trades.

Open positions

Positions currently held by an agent.

What to check regularly

  • total portfolio value
  • portfolio cash
  • each agent’s equity
  • each agent’s cash
  • open positions
  • paused or warning states

Why cash and equity can differ

An agent can have value in open positions while showing low idle cash. That is normal. Equity is the full value. Cash is only the amount currently idle.