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

# Portfolio Page

> The Portfolio page shows everything your wallets hold—tokens, DeFi positions, and DApp balances—with breakdowns by wallet and chain and a value chart over time.

The Portfolio page shows everything your wallets hold—tokens, DeFi positions, and DApp balances—with breakdowns by wallet and chain and a value chart over time. Open **Portfolio** from the sidebar to see it.

> **Note:** This page covers your whole-wallet holdings. For liquidity pool metrics, see the [Portfolio Dashboard](/guides/portfolio-dashboard-pools). For loans, see the [Lending & Borrowing Dashboard](/guides/lending-borrowing-cards-dashboard).

## What's on the Page

| **Section** | **What it shows** |
| - | - |
| **Summary** | Total portfolio value across all your tracked wallets, with the daily change |
| **Portfolio Chart** | Your total value over time (see [chart details](#portfolio-value-chart) below) |
| **Token Holdings** | The tokens you hold, with price and share of portfolio |
| **Wallet Breakdown** | How your value is split across your wallets |
| **Chain Exposure** | How your value is split across blockchains |
| **Idle Capital** | Value sitting in your wallets, split into Stablecoins, Majors, and Tokens |
| **Deployed Capital** | Value at work in DeFi, split into Lending, Deposits, Borrowing, Vaults, and Staked |
| **Wallets** | Each tracked wallet with its balance—expand a wallet to see its tokens and DApp holdings |

## Token Holdings

The Token Holdings card lists your top 5 tokens by value, with each token's share of your portfolio, its current price, and your holdings in USD. Click **View All** to open the full list, which also shows the token amounts you hold.

**Low-value holdings** - Tokens worth less than \$10 are hidden by default. Use the **Show low-value holdings** toggle in the View All list to include them.

**Spam filtering** - Worthless airdropped tokens are filtered out automatically. There's nothing to configure.

## DApp Holdings

Expand any wallet in the Wallets section to see its **dApp Holdings**—value the wallet has deployed in protocols, shown alongside its token balances:

| **Holding type** | **How it appears** |
| - | - |
| **Liquidity pools** | Full pool tables for protocols DeFi Orbit indexes (Uniswap V3, Aerodrome, Orca, DeFi Tuna, vFat, Revert), marked with a "Supported by DeFi Orbit" badge |
| **Lending** | Lending cards for Aave, Morpho, and Kamino positions |
| **Other DApps** | Balances held in other applications—for example, funds trading on Hyperliquid show as "Trading on Hyperliquid" |

This means value parked inside a DApp still counts toward your portfolio total, even when it isn't sitting in the wallet itself.

## Portfolio Value Chart

The chart plots your total portfolio value over time.

**Default view** - The chart shows your last 7 days on a rolling basis. History starts building from the day you add your wallets, so a brand-new account will see "This chart becomes available in 2 days" until enough data exists.

**Custom date ranges (Advanced plan)** - On the Advanced plan, a calendar picker lets you chart any date range backed by your daily portfolio snapshots:

* Pick any start and end date where snapshots exist—days without a snapshot (and future days) can't be selected
* The earliest selectable date is your first snapshot
* Lookback is capped at 400 days

See [Plans & Billing](/guides/plans-and-billing) for what each plan includes.

## Refreshing Your Data

Use the **Refresh** button to re-fetch your balances and positions on demand. The button shows how many manual refreshes you have left today—the allowance depends on your plan and resets daily at midnight UTC. Your portfolio also refreshes automatically once per day without using your allowance.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.