Holdings Panel
Track all your positions in real-time — live balances, unrealized PnL, and sell controls for every token.
Switching to Holdings
Click the Holdings tab in the navigation bar (next to "Signals") to switch to the portfolio view. This tab shows every token currently in your embedded wallet that you've interacted with through Lexor.
Portfolio Summary Bar
At the top of the Holdings panel is a sticky summary bar showing your aggregate portfolio state:
- Total Portfolio Value — the sum of all your token positions in USD at current prices
- Positions — the number of tokens you currently hold
- Overall Unrealized PnL — your aggregate profit/loss across all tokens you've traded through Lexor, shown in USD and as a percentage
- Live SOL Price — the current SOL/USD price for reference
Individual Holding Cards
Each token you hold appears as a card showing:
- Token logo, symbol, and name
- Balance — how many tokens you hold (raw amount)
- USD Value — the current market value of your position at live prices
- PnL Badge — if you've traded this token through Lexor, a badge shows your unrealized PnL:
- ▲ $X.XX (+Y.Y%) in green — you're in profit
- ▼ $X.XX (-Y.Y%) in red — you're at a loss
- No badge — token was not traded through Lexor (no cost basis data available)
Holdings update in real-time via WebSocket — no manual refresh needed.
Expanding a Holding Card
Click any holding card to expand it and see detailed information:
Position Details
- Cost Basis — the total USD you spent acquiring this token through Lexor (sum of all buy trades)
- Current Value — the current market value of your remaining position (tokens held × current price)
- Average Buy Price — your average entry price per token in USD
- Unrealized PnL —
(current value) − (proportional cost basis), in USD and percentage
Trade History
Every buy and sell you've executed for this token through Lexor is listed chronologically:
- Trade type (buy or sell)
- Amount of tokens
- USD value at time of trade
- Timestamp
Sell Controls
From the expanded card you can exit your position in increments:
| Button | Action |
|---|---|
| 25% | Sell 25% of your current token balance |
| 50% | Sell half your position |
| 100% | Sell your entire position |
Selling uses the same Jupiter Ultra routing as buying — best price execution on Solana. The trade is signed by your embedded wallet and confirmed on-chain. After selling, your balance and PnL update automatically.
PnL Scope
Important: Unrealized PnL is only calculated for tokens you've traded through Lexor. If you hold a token that you bought elsewhere (e.g., Phantom, another DEX), Lexor has no record of your cost basis and cannot calculate PnL for it. Those tokens will still appear in your holdings with a live balance and USD value, but no PnL badge.
For a full explanation of how PnL is calculated, see PnL Explained.