How to manage multiple open contracts at once? (Portfolio View)

Understanding Portfolio View Mechanics

1. Portfolio View aggregates all active perpetual and futures contracts across supported exchanges into a single dashboard interface.

2. Each contract displays real-time metrics including position size, entry price, liquidation price, unrealized PnL, and margin ratio.

3. Contracts are grouped by asset pair, leverage tier, and settlement currency to reduce visual noise during high-frequency trading sessions.

4. Margin utilization is calculated dynamically across isolated and cross-margin accounts, highlighting overexposed positions with color-coded thresholds.

5. Historical funding rate accruals for each open contract appear as timestamped entries, enabling precise reconciliation of overnight cost exposure.

Filtering and Sorting Capabilities

1. Traders can apply filters based on profit/loss range, time since opening, volatility percentile, or exchange-specific order book depth.

2. Sorting options include descending unrealized PnL, ascending liquidation distance, or alphabetical asset ticker—each preserving live data refresh intervals.

3. A dedicated “High-Risk” filter isolates positions where margin ratio falls below 120% and funding rate divergence exceeds two standard deviations from the 7-day mean.

4. Custom tags such as “hedged”, “arbitrage”, or “scalping” persist across sessions and influence default sorting behavior when reloaded.

5. Exchange API latency indicators appear beside each contract row, helping users assess reliability of displayed mark prices versus last traded prices.

Real-Time Risk Exposure Calculation

1. Net delta, gamma, and vega values are computed across all contracts using underlying spot volatility surfaces and implied forward curves.

2. Correlation matrices between BTC, ETH, SOL, and stablecoin pairs update every 90 seconds to adjust portfolio-level Greeks accordingly.

3. Stress test overlays simulate -5%, -10%, and -15% spot price shocks across selected assets while recalculating liquidation cascades in under 800ms.

4. Margin call probability scores derive from Monte Carlo simulations using historical intraday drawdown distributions—not theoretical Gaussian assumptions.

5. A red border appears around any contract whose liquidation price lies within 0.8% of current mid-price, regardless of account type.

Order Execution Integration

1. One-click partial close functionality allows traders to specify exact USD or percentage-based reduction without navigating individual contract screens.

2. Batch liquidation triggers let users define unified stop-loss levels across multiple contracts sharing the same underlying asset.

3. Trailing stop parameters sync across positions when activated, maintaining relative distance from highest realized high since activation.

4. Conditional orders execute only after confirming that aggregate margin usage remains below the configured ceiling across all linked accounts.

5. Each executed order generates an immutable audit log entry containing exchange ID, nonce, signature hash, and server-side confirmation timestamp.

Common Questions

Q: Does Portfolio View support contracts from decentralized exchanges like GMX or Kwenta?A: Yes, it ingests open positions from supported dYdX v4, GMX v2, and Kwenta REST APIs using wallet-connected session tokens.

Q: Can I export raw contract data in CSV format with timestamps aligned to UTC midnight?A: Export includes all visible fields plus blockchain transaction hashes, block numbers, and on-chain settlement confirmations—all timestamped in ISO 8601 UTC format.

Q: Is there a way to mute notifications for specific contracts without closing them?A: Individual contracts support notification toggles for funding alerts, liquidation proximity warnings, and margin call escalations—settings persist across browser sessions.

Q: How does the system handle contracts denominated in non-USD stablecoins like USDC or DAI?A: All non-USD stablecoin positions convert to USD equivalents using real-time Chainlink oracle feeds updated every 30 seconds.