# Portfolio

Portfolio gives a overall snapshot on your performance and cryptocurrency balances across exchanges. Each exchange connection is given it's own individual portfolio in CryptoHero. Cryptocurrency holdings are retrieved from the exchange periodically. Total equity value is valued in Bitcoin (BTC), rates are taken from the respective portfolio's exchange. USD values are BTC/USD pulled from [CoinMarketCap](https://coinmarketcap.com/) and Native Currency rates are pulled from [XE](https://www.xe.com/).

![](/files/-MDEOyMvOGuNBkJnRmdC)

### Portfolio Value

All cryptocurrency balances are retrieved in real-time. CryptoHero supports only spot trading at the moment, only spot trading wallet balances will be retrieved. If you have previously opened a margin trading account, please make sure to move funds back from your margin wallet to the spot trading wallet.

### Realized Profits

All accumulated trade performances, both positive and negative are added up in set time frame.

### Change

Percentage change in portfolio in set time frame.

### Trading Volume

Total amount of funds bots use in set time frame.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.cryptohero.ai/getting-started/portfolio.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
