Portfolio & Orders Guide
Your portfolio tracks every position, shows real-time PnL, and gives you tools to sell, protect, or extend exposure.
Open with /portfolio or from the main menu → 📊 Portfolio.
📊 Understanding your portfolio
Each position shows:
- Market & outcome — what you bought and which side
- Shares & average price — your size and cost basis
- Current price — live market price
- Cost vs. current value — what you spent vs. what it's worth now
- PnL ($ and %) — unrealized profit/loss
- Status — Open, Won, or Lost
How PnL works
PnL = (current price − average price) × shares. This is unrealized — it reflects what you'd get if you sold now. The footer sums PnL across all visible positions.
Views & sorting
| View | Shows |
|---|---|
| All | Open + resolved positions needing action |
| Open | Currently tradeable positions only |
| History | Settled and archived positions |
Sort by Value, PnL ($), or PnL (%) — sorting by PnL % quickly surfaces your best and worst performers relative to position size.
💰 Selling a position
Market sell
Immediate exit at current market price:
- Pick a position → tap Sell
- Choose 25% / 50% / 75% / 100% or enter custom shares
- Confirm
Partial sells let you lock in some profit while keeping upside exposure.
📉 Limit sell
Set your exit price and wait for the market to come to you (GTC order):
- From a position → tap 📉 Limit Sell
- Enter price (¢) and shares (min 5)
- Confirm
Useful for take-profit targets — bought at 40¢, want to exit at 60¢? Place the limit sell instead of watching all day.
🛡️ Stop loss
Downside protection — PolyBot auto-sells when price drops to your stop level:
- From the sell screen → tap 🛡️ Stop Loss
- Choose fixed price, percentage, or trailing trigger
- Set the trigger or trailing distance and quantity
Matters most for positions you can't monitor. Without it, a position can go deeply negative while you're offline.
✅ Handling resolved positions
Won → tap Redeem to convert winning shares back into your pUSD tradable balance. Enable Auto-Claim to do this automatically.
Lost → tap Clear to remove the settled position from your active view.
Claim all and queued redemption
When multiple resolved positions need action, PolyBot shows Claim all. This queues redeemable winning positions for your wallet and processes them asynchronously.
- Redeem Pending means a manual redeem has already been queued for that wallet.
- Clear Pending means settled losing positions are queued to be cleared from the active view.
- Processing is wallet-scoped, so PolyBot sends follow-up messages for success, failures, or next actions.
🎴 PnL cards
Generate a shareable PnL Card image for any position — useful for sharing in groups and communities.
📈 Orders hub
View from main menu → 📋 Orders, or run /orders.
The Orders hub summarizes:
- Open limit-order count
- Active stop-loss count
- Links to presets and portfolio
- Cancel-all action for open limit orders
Open a limit-order list to see each order's market, outcome, side, limit price vs. current price, fill progress, and size. Cancel one order from the list, or use Cancel all from the Orders hub and confirm to cancel all open limit orders. Partial fills stay; cancellation applies to remaining unfilled portions.
💡 Tips
- Sort by PnL % to find best/worst performers relative to investment
- Partial sells to scale out of winners instead of all-or-nothing
- 🛡️ Stop losses on positions you can't watch — small loss beats unchecked drawdown
- 📉 Limit sells at your target price — let the market come to you
- Redeem promptly (or enable Auto-Claim) to keep capital liquid
- 🔄 Refresh for latest prices
Troubleshooting
- Position missing — may have filled or resolved; tap 🔄 Refresh
- Can't sell — shares may be reserved by limit orders, stop-losses, or strategy exits
- Cancel not working — order may already be filled; refresh the list
- PnL looks off — prices fluctuate; refresh for latest
Commands
| Command | What It Does |
|---|---|
/portfolio | Open positions |
/orders | View limit orders |