> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bundlit.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio Dashboard

> View your total portfolio value and asset breakdown

The portfolio dashboard gives you a unified view of all your holdings across all wallets.

## Opening the Dashboard

Toggle the portfolio view:

1. Click **▶ portfolio** in the header bar
2. The dashboard expands above your wallet list

***

## What You'll See

```
┌────────────────────────────────────────────────────────────┐
│ Portfolio                                                  │
├────────────────────────────────────────────────────────────┤
│                                                            │
│  Total Value          SOL Holdings        Token Holdings   │
│  $12,345.67           85.5 SOL            $4,567.89       │
│                       ($7,777.78)                          │
│                                                            │
│ ─────────────────────────────────────────────────────────│
│                                                            │
│  Top Holdings                                              │
│  ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│
│  SOL          $7,777.78    63.0%   ████████████░░░░░░░░   │
│  USDC         $2,500.00    20.3%   ████░░░░░░░░░░░░░░░░   │
│  BONK         $1,200.00     9.7%   ██░░░░░░░░░░░░░░░░░░   │
│  JUP            $567.89     4.6%   █░░░░░░░░░░░░░░░░░░░   │
│  Other          $300.00     2.4%   ░░░░░░░░░░░░░░░░░░░░   │
│                                                            │
│ ─────────────────────────────────────────────────────────│
│                                                            │
│  Wallet Distribution                                       │
│  main-wallet      $8,500.00    68.9%                      │
│  trading-1        $2,500.00    20.3%                      │
│  nft-holder       $1,345.67    10.9%                      │
│                                                            │
└────────────────────────────────────────────────────────────┘
```

***

## Dashboard Sections

### Total Value

Your complete portfolio value in USD:

* Sum of all SOL across all wallets
* Plus all token values
* Updated in real-time

### SOL Holdings

Total SOL across all wallets:

* Raw SOL amount
* USD value at current price

### Token Holdings

Total value of all non-SOL tokens:

* Aggregated across all wallets
* Based on current market prices

***

## Top Holdings

A breakdown of your largest positions:

| Column         | Description           |
| -------------- | --------------------- |
| **Token**      | Token symbol          |
| **Value**      | USD value             |
| **Percentage** | % of total portfolio  |
| **Bar**        | Visual representation |

### Token Limits

| Tier | Tokens Shown   |
| ---- | -------------- |
| Free | Top 5 tokens   |
| Pro  | **All tokens** |

***

## Wallet Distribution

See how your portfolio is split across wallets:

* Which wallets hold the most value
* Percentage breakdown
* Helps identify concentration

***

## Price Data

Prices come from:

* Jupiter Price API
* Helius DAS API

Updated when you open or refresh the dashboard.

<Warning>
  Prices are for informational purposes. Always verify on exchanges before trading.
</Warning>

***

## Collapsing the Dashboard

The dashboard can be memory-intensive with many wallets. Collapse it when not needed:

* Click **▼ portfolio** to hide
* Expand again anytime

***

## Use Cases

### Checking Total Worth

Quick glance at your total portfolio value.

### Identifying Concentration

See if too much is in one wallet or token.

### Finding Hidden Tokens

Discover tokens you forgot about in old wallets.

### Pre-Rebalancing

See current allocation before making changes.

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Token Sweeper" icon="broom" href="/features/token-sweeper">
    Consolidate scattered holdings
  </Card>

  <Card title="Jupiter Swaps" icon="arrows-rotate" href="/features/jupiter-swaps">
    Rebalance your portfolio
  </Card>
</CardGroup>