Understanding your portfolio

The Portfolio page is your central hub for tracking investment performance.

Summary stats:

• Open Positions: Number of active holdings
• Unrealized P&L: Current unrealized profit/loss across all open positions
• Realized P&L: Total profit/loss from closed trades
• Total Trades: Lifetime trade count

Performance chart:

An interactive chart showing your portfolio value over time.

• Hover over the chart to see exact values at any point in time
• Time periods: LIVE, 1D, 1W, 1M, 3M, 6M, 1Y
• Chart types: Area, Line, or Bar
• Full-screen mode available for detailed analysis
• Chart turns green when your portfolio is up, red when down

Open positions table:

Shows all current holdings with entry price, current price, market value, and unrealized P&L. Click any position row to open a detail modal with a live chart, P&L metrics, and a "View on Market" button.

Position sync:

Jorg AI automatically keeps your positions in sync with your Alpaca account. Any positions opened outside Jorg AI are automatically imported.

Trade history:

Filterable by status (all/open/closed) and asset class (stock/crypto). Shows entry and exit prices, realized P&L, and trade dates.