> For the complete documentation index, see [llms.txt](https://deriverse.gitbook.io/deriverse-v1/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://deriverse.gitbook.io/deriverse-v1/portfolio-management.md).

# Portfolio Management

The **Portfolio** page gives you a consolidated view of your balances, liquidity positions, and active trades.

### 1. Overview of the layout

The page is organized into two main functional blocks.

* **Base Assets** - your primary currencies (for example, USDC) and their distribution across the platform.
* **Instruments Assets** - two tabs, **Spot** and **Perp**, providing a granular breakdown of your holdings, liquidity positions, and active trades.

{% hint style="info" %}
By default, only assets with non-zero balances are visible. Use the **Show All Instruments** toggle to view every supported market on the platform.
{% endhint %}

### 2. Managing Base Assets (USDC)

The Base Assets table tracks your primary funding.

| Column              | Meaning                                                          |
| ------------------- | ---------------------------------------------------------------- |
| **Wallet Balance**  | Assets currently held in your connected Solana wallet.           |
| **Account Balance** | Funds deposited into your internal Deriverse trading account.    |
| **In Orders**       | Funds currently reserved for active limit orders.                |
| **Withdrawable**    | Funds available to be moved back to your personal wallet.        |
| **Temp Funds**      | Assets temporarily locked, for example after a maker order fill. |

**Quick actions** - clicking a currency row (such as USDC) opens the **Currency Overview** panel. From this panel you can instantly initiate **Deposit** or **Withdraw** transactions for that specific asset.

### 3. Spot Instruments Assets

The **Spot** tab displays instruments where you hold tokens or provide liquidity.

* **Instrument overview** - clicking any instrument row opens a detailed modal containing its full balance breakdown and management buttons for Deposits, Withdrawals, and LP Token operations.
* **Liquidity positions** - track your LP Tokens and their current **LP Evaluation (USDC)** directly in the table.
* **Wallet refresh** - if your onchain wallet balance changes externally, use the **Refresh** icon in the Wallet (Asset) column to update the display without reloading the page.
* **Releasing temp funds** - if funds appear in the **Temp Funds** column, click the instrument row and use the **Release Temporary Funds** button to move them into your active Account Balance.

### 4. Perpetual (Perp) Instruments Assets

{% hint style="warning" %}
**Perpetuals are not live yet.** Perp trading is not yet available on Deriverse - only Spot is live. The Perp tab and the fields described below are visible in the interface but will not show activity until perpetual markets launch.
{% endhint %}

The **Perp** tab lets you monitor your leveraged positions and perpetual account metrics.

* **Customizable view** - click the **Columns** dropdown to select the data points you want to see, including Position size, Average Price, Liquidation Price, Health (%), and Unrealized P\&L.
* **Position health** - the table provides real-time updates for Unrealized P\&L and Health as the market moves.
* **Account management** - the Instrument Overview for Perp includes a **Position Health Indicator** and buttons for transferring USDC to or from your Perp account.