Portfolio Overview tab

The Overview tab is the first page Portfolio opens for a wallet or a group, from Overview under Portfolio in the jup.ag side navigation. It sums up the portfolio in a few cards and points to what needs your attention. The details of every position are on the Positions tab. The first time you open it, a four-step tour shows the wallet picker, the net worth, the Insights card and the Actions panel.

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Net worth

The Net worth card shows the total value of the wallet or group in your display currency, with its change over the selected period. Open net worth chart opens the history chart, with the windows 1W, 1M, 3M (the default), 6M, 1Y and ALL. History is recorded automatically for wallets that actively stake JUP; a wallet without recorded history shows “No recorded history” instead of a chart. The card has four buttons, all for your connected wallet: They are disabled when no wallet is connected.

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JUP staking and ASR

When the wallet stakes JUP, the Net worth card shows JUP Staked. It opens the JUP Staking details:

• Active Stake, Unstaking and Ready to Withdraw, with Active Stake by Wallet for a group;
• the Active Staking Rewards of the current period: Available to Claim and Lifetime Claimed;
• Claim ASR, to claim the rewards of the connected wallet without leaving Portfolio;
• Manage Stake, which opens the staking page.

The claim button says why it cannot be used: Connect Wallet to Claim without a connected wallet, Switch Wallet to Claim when the rewards belong to another wallet of the group, No ASR to Claim, or Claims Closed outside the claim window. Claimed ASR is shown for reference and is not added to net worth a second time.

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Breakdown

The Breakdown card splits the portfolio by Category, Platform or Token, each entry with its share of total value. Small entries are grouped as Others. Basket positions are left out when their value is unavailable.

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Insights

Insights lists what may need your attention, grouped by theme:

• Claim: rewards to claim across protocols (“Claim $X in rewards” opens the Claimable positions dialog), airdrops ready to claim, and ASR ready to claim.
• Your positions: a borrow close to liquidation, a Perps position far in profit or close to liquidation, liquidity pools out of range or with fees to collect, Predict positions moving.
• Earn: idle tokens that could earn yield on Jupiter Lend, with the current APY.
• Watchlist and You may be interested in: movers among your tokens, and ideas such as a weekly DCA, a limit order to take profit, Perps, Predict or Gacha.
• Your weekly brief: Subscribe opens the Portfolio Brief newsletter.

Insights act on your connected wallet. Without one, a row asks you to connect; on another wallet you view, the rows are read-only. Hide suggestion in a row’s menu removes it, and Show N hidden brings hidden rows back. With nothing to flag, the card reads “Nothing needs you right now”.

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Top holdings and positions

This card has two tabs. Top holdings lists the largest tokens in the wallet; Positions lists the largest positions on protocols, such as a Jupiter Lend deposit with its APY. View all opens the Positions tab.

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Gainers and losers

Gainers & losers is a heat map of what you hold, tokens and positions, each tile colored by its change over the timeframe you select.

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News and activity

The last card has two tabs. News shows recent news about the tokens you hold, or trending news when you hold none. Activity shows the latest transactions; the full list is on the Activity tab.