Portfolio

Where you go to see what you own, what it’s worth, and what just changed.

What it does

/portfolio is the source-of-truth view for everything broker-connected:

Live positions with chip stack (trend / structure / PA / Smart Money).
Realized + unrealized P&L.
Equity curve over selectable windows.
Realized trades log with cost basis.
Account activity feed.
Per-symbol news pinned to your holdings.
Upcoming earnings in your universe.
Reconciliation triggers (manual + automatic every 5 min).

How to access

Top nav → Portfolio, or visit /portfolio directly.

Key controls

Account picker

Top-right of the page. If you have multiple broker accounts, pick one or choose All accounts for an aggregated view. The picker drives every panel on the page.

Time-range selector

Above the equity curve: 1D / 5D / 1M / 3M / 1Y / All. The realized-trades table and KPI strip respect this range too.

Position chip stack

Each position row shows up to four chips (Pro tier and above):

Trend — bull / bear / range
Structure — recent BOS / CHoCH if present
PA — recent significant candle pattern
Smart Money — in-zone if price is currently inside an OB or FVG

Click any chip to open the symbol’s detail page anchored on that detection.

Reconciliation drawer

If your Schwab account and our internal ledger disagree by more than 0.5%, a yellow banner appears at the top. Click it to open the reconciliation drawer, which lists each delta, expected vs observed.

Common workflows

”How much did I make today?”

Glance at the Day P&L KPI. Subdivide by symbol via the positions table’s “Today” column.

”What’s about to happen this week?”

Scroll to the right pane → Upcoming earnings. Click any symbol to see historical post-earnings drift on that ticker.

”I closed a position last week — what was my realized P&L?”

Set the time-range to 5D. Open Realized trades. Filter by symbol. Each row shows entry, exit, days held, P&L (absolute and %).

”My account balance looks wrong”

Click the reconciliation banner if present.
If no banner, click Settings → Force resync.
Wait 30 seconds. Refresh.
Still wrong? Email support — there’s a known class of issues we’ll walk you through.

”I want to see all my accounts at once”

Account picker → All accounts. Cross-account aggregation is read-only — you can’t place orders from the aggregated view.

Tips & best practices

Pin the symbols you actually trade to your watchlist; the per-symbol news pane focuses there.
Use the Reconciliation widget weekly to catch stray dividends or fees we may have missed.
The chip stack is denser the more layers you enable in Settings → Preferences → Complexity. New users get L2 by default.

Plan tier matrix

Feature	Free	Pro	Enterprise
Positions table	✅	✅	✅
KPI strip	✅	✅	✅
Day P&L	✅	✅	✅
Equity curve	today only	full history	full history
Realized trades log	✅	✅	✅
Chip stack	—	✅	✅
Reconciliation	—	✅	✅
Cross-account aggregate	—	—	✅

Troubleshooting

Chip stack empty for a position — patterns haven’t fired yet for that symbol. Open the symbol on /trading-intel/analysis to verify the detector is running.
Equity curve flat — usually means the broker hasn’t streamed today’s closing price yet. Try after 4:15 PM ET.
Upcoming earnings missing a symbol — Finnhub’s calendar covers ~90% of US-listed; some smaller-cap tickers may be absent.