Portfolio

Portfolio provides a view of assets you hold, have held and have traded. It helps users understand performance across positions and timeframes.

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Portfolio metrics

OceanX may display:

• Overall PnL
• Realized PnL
• Unrealized PnL
• PnL by timeframe
• Win rate
• Average hold time
• Best trade
• Worst trade
• Current holdings
• Historical positions

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Timeframes

Users may review performance across different periods, such as:

• 24 hours
• 7 days
• 30 days
• 90 days
• Lifetime

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Holdings

Holdings show assets currently held in your OceanX wallets. Information may include:

• Asset
• Quantity
• Current price
• Current value
• Entry price
• Realized PnL
• Unrealized PnL
• Network

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Historical trades

Portfolio analytics include assets you have previously traded, not just assets currently held.

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CSV exports

CSV exports are planned. OceanX does not currently provide tax reporting functionality.

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FAQ

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Does Portfolio track realized PnL?

Yes.

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Does Portfolio include assets I no longer hold?

Yes. Portfolio is designed to include assets you hold, have held and have traded.

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Does OceanX provide tax reports?

No. CSV exports are planned, but tax reporting is not currently provided.