# Portfolio

> See every open position across all your brokers in one place: stocks, memecoins, fractional cleanup, and a risk view, plus export and a one-click sell-everything.

*Source: https://tradelabs.org/docs/using-the-app/portfolio*

The **Portfolio** page pulls live positions from every broker you have connected and shows them in one place. Open it from the left rail. The header shows your total value and a **positions** count, with a colored pip that goes green when every configured broker is signed in and red when one is offline.

![The Portfolio page in the app](/docs-assets/app-portfolio.png)
*Total value, tabs, and per-position table on one screen*

## Tabs

The page splits into tabs across the top. Which ones you see depends on your build and plan.

| Tab | What it shows |
| --- | --- |
| **Stocks** | Every stock and option position across your brokers, in one sortable table |
| **Memecoins** | Holdings from crypto brokers (Solana, Polymarket, Robinhood Crypto) as cards |
| **Fractional** | Leftover fractional shares and the cleanup tool that sells them |
| **Risk** | Concentration, broker exposure, cash buffer, and a risk score |

## Stocks

The Stocks tab is the main table. It fetches once when you open the page and then holds that snapshot until you refresh, so brokers are not hammered in the background.

Controls above the table:

- **Search ticker** filters rows as you type.
- **Brokers** opens a popover to filter by broker. Each broker shows its live count, position count, and value.
- **All**, **Winners**, and **Losers** filter by profit and loss.
- **Min $** hides positions worth less than the amount you enter.
- The layers button groups the same ticker held across brokers into one row. Click a grouped row to expand it. Grouping is on by default.

![A grouped position expanded in the Portfolio table, showing each broker account holding that ticker](/docs-assets/app-portfolio-accounts.png)
*A grouped ticker expanded. Each leg names the account holding it, rather than repeating the broker.*

- **Refresh** forces a fresh fetch from every broker. You can also press **r**.

The table sorts by **Symbol**, **Qty**, **Avg**, **Value**, **Total P&L**, and **Broker**. A **Day** column appears only when a broker reports intraday change. On the right, **Day**, **P/L**, and **Exposure** summary pills track the whole book.

> **Note**
>
> If a broker is slow or its session expired, you will see a small **offline** pill or a "needs a fresh sign-in" banner naming the broker. Click the pill to retry just that broker, or sign in again on the [Brokers](/docs/reference/brokers/) page.

## Export

Click **Export** in the header to download a CSV of every position. The file includes broker, account, login, ticker, quantity, average cost, market value, currency, and profit or loss. It saves straight to your computer.

## Universal sell

**Universal sell** is the red button in the header. It sends a market sell to every broker currently holding one of your open positions.

> **Important**
>
> Universal sell places real market orders across every broker at once and cannot be undone. The app asks you to confirm with **Sell everything** first, and tells you how many positions it is about to sell.

When it finishes you get a toast. If every order goes through you see **Universal sell complete**. If some fail, the toast names the tickers that failed so you can check them.

## Memecoins

The Memecoins tab reads holdings from crypto brokers and shows each as a card with quantity, value, and profit or loss. Because these tokens produce a lot of tiny balances, **Hide dust** is on by default and hides anything worth less than a dollar. Turn it off to see everything. **Refresh** re-fetches the crypto brokers.

If no crypto broker is connected, the tab tells you to add Solana, Polymarket, or Robinhood Crypto on the Brokers page.

## Fractional

Fractional shares are the sub-one-share leftovers that RSA trades can leave behind. The Fractional tab lists them and gives you a tool to clear them out.

Three tiles across the top summarize the batch:

- **Eligible now** counts the positions that pass every cleanup rule.
- **Estimated proceeds** is what selling them right now would return.
- **Loss harvest** is the realized losses you would capture.

1. Set your schedule and safety caps in the schedule popover on the control strip. When enabled, cleanup shows a **Scheduled** badge and runs on your chosen frequency during market hours.

2. Filter and browse the list with **All**, **Profitable**, **Losers**, **Consolidating**, and **Recently opened**, plus search and sort. Positions inside Public's round-up window are tagged **Consolidating** and skipped, because they round up into a whole share on their own.

3. Click **Preview** to open a review dialog. It breaks the batch down per broker and shows a sample of the positions. Nothing sells until you confirm.

4. Click **Run cleanup** in the dialog to sell, or use **Run now** on the control strip to run the whole eligible batch immediately.

You can also tick individual positions and use **Sell selected** in the bar that appears at the bottom, or the **Eligible**, **Losers**, and **Consolidating** bulk-select shortcuts.

> **Note**
>
> Cleanup places market sell orders, so it only runs during market hours. Off hours, **Run now** tells you the market is closed. When it is scheduled, a line tells you exactly when the next run fires.

## Risk

The Risk tab reads your open positions and turns them into a read on how exposed you are. It needs live positions, so refresh the Stocks tab first if it looks empty.

Three cards head the page:

- **Risk score** out of 100, lower is safer, labeled **Balanced**, **Watchful**, **Concentrated**, or **High exposure**.
- **Top concentration** names the single position that is the largest share of your invested capital.
- **Cash buffer** shows your cash on hand as a share of the total.

Below that: a **Concentration** breakdown by name, **Broker exposure** as a donut, **Top winners** and **Top losers**, an **Asset mix** of stocks versus crypto, and a **Cash buffer** panel. If any weight looks dangerous, a warning banner explains it in plain English before you scroll.