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:

1. Pick a position → tap Sell
2. Choose 25% / 50% / 75% / 100% or enter custom shares
3. 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):

1. From a position → tap 📉 Limit Sell
2. Enter price (¢) and shares (min 5)
3. 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:

1. From the sell screen → tap 🛡️ Stop Loss
2. Set your stop price

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 to USDC.e. Enable Auto-Claim to do this automatically.

Lost → tap Clear to remove the settled position from your active view.

🎴 PnL cards

Generate a shareable PnL Card image for any position — useful for sharing in groups and communities.

📈 Limit orders

View from main menu → 📋 Orders, or run /orders.

Each order shows: market, outcome, side, limit price vs. current price, fill progress, and size.

Cancel from the orders list if your limit price no longer makes sense. Partial fills stay; cancel applies to the remaining unfilled portion.

💡 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