Portfolio Builder

Consolidate positions and risks from multiple exchange accounts for unified viewing, grasp overall risk.

If you would like to understand your aggregated risk and PnL across different venues, and even virtual accounts, Portfolio Builder can be very handy.

In the account dropdown menu, you will find Build Portfolio.

Once you click into Portfolio Builder, it will first ask you to select accounts (regardless if they are CEXs or virtual accounts) that you would like to include into this portfolio.

After the portfolio is created, you will find the portfolio under account dropdown menu, with included accounts indicated in the portfolio.

Again, most of the analysis widgets, including Live Risk/Pnl and PnL attribution, are still available for portfolio. For example, you will see all the positions across all accounts, with tags that show the corresponding accounts for each position.