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

# Using Portfolio

> How to access Jupiter Portfolio, navigate the dashboard, use the Address Book, and manage wallet groups.

## Accessing Portfolio

Jupiter Portfolio is available at [jup.ag/portfolio](https://jup.ag/portfolio).

You can view any Solana wallet's portfolio by entering its public address in the search bar. No wallet connection is required. You can also use a Solana domain name (e.g., .sol) instead of a wallet address.

If you connect your wallet, Portfolio will automatically load your positions. Some features, like the historical Chart, are only available when connected through Jupiter Extension Wallet or Jupiter Mobile.

## Navigating the Dashboard

The Portfolio interface is organized around three tabs at the top: **Dashboard**, **Airdrop Checker**, and **Address Book**.

### Dashboard

The Dashboard is the main view. It contains:

**Top section** — A summary of the wallet's portfolio including Net Worth (in USD and SOL), Holdings PnL, Claimable assets, JUP Holdings, and JUP Staked. See the [Overview page](/user-docs/manage/portfolio/index#summary-panel) for a full description of each field.

**Analytics panel** (top right) — Three views accessible via tabs: Yield Estimate, Breakdown, and Chart. See the [Overview page](/user-docs/manage/portfolio/index#analytics-panel) for details on each view.

**Below the summary**, two tabs:

* **Positions** — All detected positions, grouped by platform. Each platform section is expandable. See the [Overview page](/user-docs/manage/portfolio/index#positions-tab) for a detailed breakdown of position types and columns.
* **Activity** — Full transaction history for the wallet. Includes toggles to hide failed or spam transactions, and an export option.

## Address Book

The Address Book lets you save wallet addresses and organize them into groups for quick access.

<Note>
  Address Book data is stored locally on your device and is only visible to you.
</Note>

### Saving Addresses

<Steps>
  <Step title="Open Address Book">
    Go to [jup.ag/portfolio](https://jup.ag/portfolio) and click the **Address Book** tab.
  </Step>

  <Step title="Add an address">
    Enter a wallet address or domain name in the search field and click **Add**.
  </Step>

  <Step title="Customize (optional)">
    Once saved, you can set a custom display name and icon for the address.
  </Step>
</Steps>

### Groups

Groups let you view the combined portfolio of multiple wallets at once. This is useful if you manage several wallets and want to see a unified net worth, position list, and activity feed.

**Creating a group:**

<Steps>
  <Step title="Open Address Book">
    Go to [jup.ag/portfolio](https://jup.ag/portfolio) and click the **Address Book** tab.
  </Step>

  <Step title="Create a group">
    Click **Create group**.
  </Step>

  <Step title="Add wallets">
    Add wallet addresses or domain names to the group.
  </Step>

  <Step title="Name and customize">
    Name the group and, optionally, assign it a custom icon.
  </Step>
</Steps>

You can select a group as your **default view**, so Portfolio loads that group automatically when you open the page.

<Note>
  Each group can contain up to **15 wallets**. This limit is extended to **30 wallets** if you use **Jupiter Sync** with the Jupiter Extension Wallet.
</Note>

### Viewing a Group

To view a group's combined portfolio, open the Address Book and click on the group you want to see. The dashboard will update to show aggregated data across all wallets in that group.

### Importing Addresses

You can import existing address lists using the **Import** button at the top of the Address Book page.

<Card title="New to Jupiter Portfolio? " icon="graduation-cap" horizontal href="https://academy.jup.ag/lessons/jupiter-portfolio">
  Learn how to track your Solana portfolio step by step with the Jupiter Academy guide.
</Card>