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πŸ’ΌPortfolio & Analytics

Portfolio

All your on-chain positions, value and unrealized P&L

The Portfolio page (`/dashboard/portfolio`) is your single source of truth for what you actually hold on Polymarket. It reads your real on-chain positions straight from your connected wallet, marks every position to the current market price, and overlays Predite's AI estimate on each market you hold β€” so you can instantly see not just how a position is doing, but whether it still has an edge worth keeping.

Unlike Paper Trading (which tracks a simulated book) or the Trade Journal (which records your own notes), Portfolio is a live mirror of the blockchain. If a position shows up here, it is real, it is yours, and the numbers are pulled from Polymarket's public data β€” not estimated or self-reported.

## What the Portfolio page shows

When your wallet is connected and holds positions, the page is built from five summary stats up top, a wallet info bar, and then the position tables.

### The summary stats

A row of five KPI cards sits at the top of the page:

- **Portfolio Value** β€” the current mark-to-market value of every open position, in USD. This is `shares Γ— current price` summed across all positions, not what you paid. The subtext shows how many open positions make up that value.

  • β€’**Total P&L** β€” your unrealized profit or loss in dollars (`current value βˆ’ cost basis`), summed across the book. Green when positive, red when negative. The delta line shows the same figure as a percentage (ROI).
  • β€’**ROI** β€” total P&L expressed as a percentage of cost basis. This is the cleanest single number for "how is my book doing relative to what I risked."
  • β€’**Open Positions** β€” the count of markets you currently hold a stake in, with resolved positions noted underneath for history.
  • β€’**Win Rate** β€” the percentage of your **resolved** positions that closed profitable. It only counts settled markets, so early on this number is noisy. It turns teal at 55%+ and amber below that, with a one-line read on whether you're above, at, or below the rough break-even line.

These stats refresh on a 60-second cycle, and the underlying position data is pulled fresh from Polymarket roughly every 30 seconds, so values track the live market closely without you needing to reload.

### The wallet info bar

Directly under the stats you'll see a `POLYMARKET` badge, your connected wallet address (truncated, e.g. `0x1234…abcd`, with a copy button), a **View on PolygonScan** link to inspect the raw on-chain activity yourself, and a link to the **Unified Portfolio** view if you trade across more than one platform.

### Open positions table

This is the heart of the page. Each open position is a row with:

- **Market** β€” the question you're positioned on.

  • β€’**Side** β€” `YES` (teal) or `NO` (red).
  • β€’**Shares** β€” how many contracts you hold.
  • β€’**Avg Price** β€” your average entry price in cents (your cost basis per share).
  • β€’**Current** β€” the current market price in cents.
  • β€’**Value** β€” current dollar value of the position.
  • β€’**P&L** β€” unrealized dollars, colored green or red.
  • β€’**P&L %** β€” the same as a percentage of cost.

On mobile this collapses into clean cards instead of a wide table, so the page stays readable on a phone.

### The AI estimate column β€” spotting positions that lost their edge

The most important thing Portfolio does that a raw blockchain explorer can't: it runs each market you hold back through Predite's AI probability engine and shows the **current AI estimate** alongside the current market price.

This matters because your reason for entering a position can quietly evaporate. You may have bought `YES` at 38Β’ when the AI estimated 55% β€” a healthy edge. Weeks later the market has drifted to 52Β’ and the AI now estimates 50%. You're up on paper, but the edge is gone: the market has caught up, and holding is no longer a +EV decision, just a bet. The AI estimate column makes that visible at a glance.

Read it like this:

- **AI estimate well above current price** on a `YES` position β†’ the edge is intact or has grown; this is a position worth holding or even adding to.

  • β€’**AI estimate roughly equal to current price** β†’ the edge has been priced in. Consider taking profit or recycling the capital into a fresher signal from the [EV Scanner](/docs/ev-scanner).
  • β€’**AI estimate below current price** on a `YES` position β†’ the edge has inverted. The market now prices the outcome *higher* than the AI thinks is fair. This is your clearest exit signal.

Treat this as a re-evaluation prompt, not an auto-sell trigger. The AI can be wrong, and you may hold a position for reasons the model doesn't see (insider read, a catalyst you're waiting on). But a portfolio full of positions where the AI edge has decayed is a portfolio quietly turning into gambling. For the full picture of how those estimates are produced and how much to trust the confidence score, read [AI Probability Engine](/docs/ai-probability).

### Resolved positions and best/worst

Below the open book, the page lists your most recent **resolved** positions (up to 10) with a `WIN` or `LOSS` badge and the realized P&L. At the bottom, two highlight cards surface your single **best** and **worst** position by dollar P&L β€” a quick gut check on whether your returns are broad-based or carried by one lucky market.

## Connecting a wallet (empty state)

If you land on Portfolio and see a "no wallet connected" screen with a πŸ”Œ icon, you simply haven't linked a Polymarket wallet yet. Nothing is broken.

To connect:

1. Click the **Connect Polymarket** button in the empty state (or go to **Settings** directly). 2. Paste your **public** Polymarket wallet address. This is the `0x…` address that holds your positions on Polygon β€” 42 characters, starting with `0x`. 3. Save. The connection is stored against your profile with a `polymarket` platform tag and an `active` status. 4. Return to `/dashboard/portfolio`. Your positions populate within a few seconds.

A few things worth being clear about:

- **You only ever provide a public address.** Portfolio is strictly read-only. It cannot place, cancel, or modify a single trade. There is no private key, seed phrase, or API secret involved at this stage.

  • β€’**Finding your address:** open Polymarket, go to your profile, and copy the wallet address shown there. It's the same address you'd see on PolygonScan.
  • β€’**Right address, right network:** Polymarket lives on Polygon. The address you paste should be the one that actually transacted on Polymarket, not a fresh wallet or an Ethereum-mainnet address that's never traded there β€” otherwise the page will correctly show an empty book.

If you later want bots or one-click execution to *act* on this account, that's a separate, higher-privilege setup (CLOB API credentials, Bot plan). Read-only portfolio viewing never requires it. See [Connecting Your Wallet](/docs/connecting-wallet) for the full walkthrough and [Security & Privacy](/docs/security) for how connection data is handled.

## How the numbers are calculated

Transparency matters when money is involved, so here's exactly what's happening under the hood:

- **Positions** are fetched from Polymarket's public Gamma API for your wallet address. Predite normalizes the raw response (or, as a fallback, aggregates your individual trades into net positions) and discards anything with effectively zero shares.

  • β€’**Cost basis** = `shares Γ— average entry price`. Your average price is derived from your actual fills.
  • β€’**Current value** = `shares Γ— current market price`.
  • β€’**Unrealized P&L** = `current value βˆ’ cost basis`, and **P&L %** is that figure over cost basis.
  • β€’**Win rate** = profitable resolved positions Γ· total resolved positions, rounded to a whole percent. It deliberately ignores open positions, because an open position hasn't won or lost anything yet.

Because everything is mark-to-market against live prices, your P&L will move tick-by-tick with the order book β€” exactly as your real exposure does.

## Plan availability

- **Read-only portfolio viewing**, including positions, mark-to-market value, unrealized P&L, win-rate stats, and the AI estimate per market, is available on **all plans** β€” Starter ($29/mo), Pro ($59/mo), and Bot ($99/mo). It's a core part of using Predite, not a paywalled add-on.

  • β€’The **AI estimate** shown per position uses the same engine as the scanner. On Starter it covers Polymarket; Pro and Bot extend AI coverage and unlock the cross-platform tooling (Kalshi, arbitrage, whales) that feeds the [Unified Portfolio](/docs/portfolio).
  • β€’**Acting on what you see** β€” placing or closing positions from inside Predite, automating exits, or running TWAP unwinds β€” requires live execution, which is a **Bot plan** feature. Read-only viewing never does. See [Live CLOB Trading](/docs/live-trading) and [TWAP Orders](/docs/twap-orders).
  • β€’The **Tax / P&L export** card on this page (CSV for Form 8949 and other formats) is geared toward end-of-year reporting and is most relevant once you're actively trading on a paid tier.

## Practical workflow

A sane way to use Portfolio in your routine:

1. **Open it daily** as your first stop. Glance at Total P&L and Win Rate for the macro read. 2. **Scan the AI estimate column** on open positions. Flag any where the edge has decayed or inverted. 3. **For decayed-edge positions**, decide deliberately: hold (you have a thesis the model lacks), take profit (the edge is priced in), or cut (the edge inverted). If you cut, recycle the freed capital into a fresh +EV signal from the [EV Scanner](/docs/ev-scanner). 4. **Cross-check win rate against your own calibration.** If your live win rate trails what you achieved in [Paper Trading](/docs/paper-trading), something about execution, sizing, or discipline is leaking β€” investigate before scaling up. 5. **Log the *why*** for any meaningful exit in the [Trade Journal](/docs/trade-journal) so future-you can audit the decision.

## Tips and gotchas

- **Win rate is meaningless on a small sample.** With 3 resolved markets, one loss swings it 33 points. Wait for 30+ resolved positions before reading anything into it.

  • β€’**High win rate is not the goal β€” positive expectancy is.** A 45% win rate with disciplined sizing on big-edge longshots can crush a 70% win rate that only ever buys near-certainties. Read win rate next to your best/worst cards and average entry prices.
  • β€’**Don't confuse Portfolio Value with profit.** Portfolio Value is what your book is worth *now*; Total P&L is what you've *made*. A large value with flat P&L just means a lot of capital deployed at fair prices.
  • β€’**Resolved view is capped at the 10 most recent.** For a full settled history, use PolygonScan via the wallet link, or export through the Tax / P&L card.
  • β€’**Empty book after connecting?** Confirm you pasted the exact Polymarket trading wallet, that it has actually transacted on Polymarket, and that the connection status is `active` in Settings.
  • β€’**Numbers look stale?** The page revalidates roughly every 60 seconds and position data every 30; a hard refresh forces an immediate re-pull.
  • β€’**Multiple platforms?** This page is Polymarket-specific. For a consolidated cross-platform net worth and P&L, use the Unified Portfolio link in the wallet bar.

## Related Docs

- [Connecting Your Wallet](/docs/connecting-wallet)

  • β€’[AI Probability Engine](/docs/ai-probability)
  • β€’[Trade Journal](/docs/trade-journal)
  • β€’[EV Scanner](/docs/ev-scanner)
Portfolio | Predite