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The Positions tab is the main view of Portfolio. It opens by default when you load a wallet and contains the Net worth card, the Spot PnL card, and every detected position grouped by platform. At the top right of the page, Bookmark saves the wallet or group to your Address Book, the eye icon (Hide values) masks every amount on the page, and the circular arrow (Refresh positions) reloads the data.

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The Net worth card

The Net worth card shows the wallet’s total value in your display currency and in SOL, with its change in value and in percent since the earliest recorded point in the selected window (“since yesterday”, “since 19 days ago”, and so on). It carries the Send button (transfer tokens to any address, or create a Magic Link, via Jupiter Send) and the Deposit button (deposit crypto, buy with card, deposit from an exchange, or bridge from other chains). The lower part of the card is a chart area with three views: Net worth, then two icon buttons next to it for Yield and Breakdown. The info icon next to them explains the view you are on.
The Yield view is a projection based on current rates, provided for information only. It is not a guarantee of future returns: rates change with protocol conditions.

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Where the Claimable amount comes from

When the wallet has assets to claim across protocols, a Claimable total appears in the Net worth card. It counts rewards accrued on liquidity positions, and assets a protocol marks as claimable or that have finished vesting. Platforms whose claimable total falls under a small display threshold are left out. Click the total to open the Claimable positions dialog: the total value you can claim, then each item grouped by platform with the token, the amount, its value, and, for a wallet group, which wallet holds it. Each item carries a Claim button. Portfolio does not claim on your behalf: the button opens the protocol’s own claim page (or its website when the position has no direct link) in a new tab, where you claim with your wallet and pay that protocol’s network fees. Come back to Portfolio and use Refresh positions to see the updated balance. Airdrops have their own flow in the Airdrop tab, and JUP staking rewards are claimed from Active Staking Rewards.

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The Spot PnL card

The Spot PnL card, to the right of the Net worth card, shows the wallet’s realized spot PnL for the current month, its best day, its win or loss streak, and a day-by-day strip. PnL Calendar and Share PnL open from it. The card, the Spot tab, and the calendar are described on the Spot PnL page.

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Positions by platform

Below the cards, every detected position is grouped by platform: Holdings for the tokens held in the wallet, then one section per protocol (Jupiter, Validators, Jito, Kamino, and so on). Each section shows its total value and expands to the individual positions. Platform chips above the list jump to a platform’s section, and Collapse folds all sections. The Holdings header carries the Reclaim button with the number of token accounts you can close to recover SOL, see Reclaim SOL. Below the last section, Missing a position? Report it opens a form to report a position Portfolio did not detect.

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Columns

Some position types display additional information:
  • Lending positions show the Health percentage and separate Supplied and Borrowed amounts. Clicking the health value switches between the Ratio and Factor display, see Portfolio Settings.
  • Validator staking shows the Validator name and stake status (for example Active or Claimable).
  • Leverage positions show the multiplier and Health percentage.

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Actions available from a position

Portfolio is primarily a read-only tool, but Jupiter products can be acted on from their row, for the connected wallet only.
Actions are only available for Jupiter products and only for the connected wallet. Positions on watched addresses, and positions on third-party protocols such as Kamino or Drift, are displayed but cannot be managed from Portfolio. The one exception is Trade, which opens on any wallet you view: the dialog then asks you to connect a wallet before you can trade.

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Trading from Portfolio

Trade, on any row of the Holdings section, opens the Trade Token dialog with that token preselected. It is the Spot trade form, so you can buy or sell without leaving Portfolio. The right side of the dialog is the trade form, with the same three tabs as Spot: Market for an immediate swap (Ultra by default, with the settings icon to adjust it), Limit for a trigger order, and DCA for a recurring order. The token you clicked is set as the token to buy against SOL; use the arrows to sell it instead, or change either side of the pair. Orders placed here are the same as orders placed on Spot and appear in your Jupiter positions. On a desktop screen, when your wallet is connected, the left side of the dialog shows your history with that token:
  • Token header: symbol, mint address with a copy button, current price and 24h change, market cap, and the watchlist star.
  • Price chart: the token price with your trades marked on it. B marks a candle where you only bought, S one where you only sold, and T one with both; the number under a mark is how many trades it groups. Hover a mark to see the buys and sells. Horizontal lines show your Avg Entry and Avg Exit prices. 4h, 7d, 30d set the window, and Auto (the default) fits it to your trading history. The Price toggle switches the chart to market cap.
  • PnL card: the value and amount of the token you hold, your total PnL in USD and in percent (hover it for the realized and unrealized split), your average entry price, and the total bought. Share produces an image card of the position.
  • Open Token Page opens the token’s token page.
  • Trades: every buy and sell of that token, with date, price, amount, profit, and a link to the transaction.
On a phone, or when no wallet is connected, the dialog only contains the trade form.