> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oceanx.trade/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio

> Track holdings, PnL and trading performance across OceanX.

Portfolio provides a view of assets you hold, have held and have traded.

It helps users understand performance across positions and timeframes.

## 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

## Timeframes

Users may review performance across different periods, such as:

* 24 hours
* 7 days
* 30 days
* 90 days
* Lifetime

## 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

## Historical trades

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

## CSV exports

CSV exports are planned.

OceanX does not currently provide tax reporting functionality.

## FAQ

### Does Portfolio track realized PnL?

Yes.

### Does Portfolio include assets I no longer hold?

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

### Does OceanX provide tax reports?

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