Holdings, Orders, Transactions, and P&L. Sortable filters, swipe actions, CSV export.
The Portfolio page has three sub-tabs — Holdings, Orders, Transactions — and a header with your total value, day P&L, and an asset allocation donut.
Each row shows ticker, quantity, average cost, last traded price, current value, day P&L, overall P&L, and allocation %. Filter pills: All / Stocks / ETFs / Gainers / Losers / Closed. Sort by current value, day P&L, overall P&L, or allocation %.
Row actions:
Filter by Pending / Executed / Cancelled. Tap a pending order to open the modify sheet (change quantity, price, TP, SL). Swipe left on a pending order to cancel. Tap an executed order for a receipt-style detail.
The unified list of every Deposit, Withdraw, Buy, and Sell, with status badges from the state machines documented in Quick Trade. Filter by All / Deposit / Withdraw / Trade. Tap any row for tx detail with an explorer link.
Header chart with ranges 1D / 1W / 1M / 3M / YTD / 1Y / ALL. Optional benchmark overlay: S&P 500, NIFTY, or BTC.
Top-right menu offers CSV export, PDF export, and print. The CSV is the canonical source for tax reporting — every trade, every transaction, every fee.
If you have not made a trade yet, the page shows an empty-state illustration with the headline "Start your portfolio" and a CTA into Markets discovery.
