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

> ## Agent Instructions
> These docs cover what users see and do on jup.ag, Jupiter Mobile and Jupiter Wallet.
> Universal Deposit, the GUM route in Jupiter Bridge and other GUM integrations on jup.ag are built by GUM. For how they work, their full fee rules, security model and APIs, the reference is the GUM docs: start from https://docs.gum.ag/llms.txt.
> When the GUM docs and these docs differ on how a GUM product behaves on jup.ag, describe the jup.ag experience from these docs and the mechanics and fees from the GUM docs.

# Positions and Net Worth

> The Positions tab of Jupiter Portfolio: the Net worth card, claimable rewards, positions grouped by category or platform, and the actions on each row.

The Positions tab is the main view of Portfolio. It opens by default when you load a wallet and contains the Net worth card, the Spot PnL card, and every detected position grouped by category (the default) or by platform.

At the top right of the page, **Bookmark** saves the wallet or group to your [Address Book](https://docs.jup.ag/user-docs/manage/portfolio/address-book.md), the eye icon (**Hide values**) masks every amount on the page, and the circular arrow (**Refresh positions**) reloads the data.

### The yellow shield icon next to the wallet name

A small yellow shield next to the wallet name in the page header means the last scan did not cover every protocol. Hover it to see "Position scan incomplete, some positions may be missing", followed by the protocols whose scanner failed and the wallet concerned. It is about position detection, not about your transactions: nothing has been lost onchain, but positions held on the listed protocols may be absent from the page and from the net worth until a later scan succeeds. Use **Refresh positions** to scan again, and **Report issue** in the same popover to contact support if the icon stays.

## The Net worth card

The Net worth card shows the wallet's total value in your display currency and in SOL, with its change in value and in percent since the earliest recorded point in the selected window ("since yesterday", "since 19 days ago", and so on). It carries the Send button (transfer tokens to any address, or create a Magic Link, via Jupiter Send) and the Deposit button, which opens the [Deposit dialog](https://docs.jup.ag/user-docs/onramp/deposit.md#deposit-from-the-deposit-button) (deposit crypto, buy with card, deposit from an exchange, or bridge from other chains).

The lower part of the card is a chart area with three views: **Net worth**, then two icon buttons next to it for **Yield** and **Breakdown**. The info icon next to them explains the view you are on.

| View | What it shows |
| - | - |
| Net worth | Portfolio value over time, with a 1w, 1M, or 3M window. History is currently recorded for active JUP stakers: a wallet without recorded history shows "No recorded history" instead of a chart. |
| Yield | Estimated returns of your active positions at their current rates, in your display currency and as a percentage. A selector sets the period, 24h, 1M, or 1Y (yearly by default), and a toggle switches between APR (the default) and APY. The card shows the largest contributor; **View all** lists every platform and token. |
| Breakdown | Allocation of the portfolio by Tokens or by Platforms, each entry with its share of total value. |

> [!WARNING]
>
> The Yield view is a projection based on current rates, provided for information only. It is not a guarantee of future returns: rates change with protocol conditions.

## Where the Claimable amount comes from

When the wallet has assets to claim across protocols, a **Claimable** total appears in the Net worth card. It counts rewards accrued on liquidity positions, and assets a protocol marks as claimable or that have finished vesting. Platforms whose claimable total falls under a small display threshold are left out.

Click the total to open the Claimable positions dialog: the total value you can claim, then each item grouped by platform with the token, the amount, its value, and, for a wallet group, which wallet holds it.

Each item carries a **Claim** button. Portfolio does not claim on your behalf: the button opens the protocol's own claim page (or its website when the position has no direct link) in a new tab, where you claim with your wallet and pay that protocol's network fees. Come back to Portfolio and use **Refresh positions** to see the updated balance.

Airdrops have their own flow in the [Airdrop tab](https://docs.jup.ag/user-docs/manage/portfolio/airdrop-checker.md), and JUP staking rewards are claimed from [Active Staking Rewards](https://docs.jup.ag/user-docs/more/dao/asr.md#how-to-claim-asr).

## The Spot PnL card

The Spot PnL card, to the right of the Net worth card, shows the wallet's realized spot PnL for the current month, its best day, its win or loss streak, and a day-by-day strip. **PnL Calendar** and **Share PnL** open from it. The card, the Spot tab, and the calendar are described on the [Spot PnL](https://docs.jup.ag/user-docs/manage/portfolio/spot-pnl.md) page.

## Positions by category or by platform

Below the cards, every detected position is listed in sections. The **By category** / **By platform** toggle above the list sets the grouping, and Portfolio remembers your choice.

* **By category** (the default) groups positions by what they do: **Holdings** for the tokens held in the wallet, then **Liquidity**, **Lending**, **Staking**, **Trading & orders**, and **Rewards & airdrops**. A category is only shown when the wallet has positions in it.
* **By platform** groups them by protocol: Holdings, then one section per platform (Jupiter DAO, Meteora, Kamino, Validators, and so on).

In both views, each section shows its total value and expands to the individual positions. The chips above the list jump to a section, **Collapse all positions** (the icon next to the toggle) folds every section, and a section longer than 15 rows ends with **Show all N**.

The Holdings header carries the **Reclaim** button with the number of token accounts you can close to recover SOL, see [Reclaim SOL](https://docs.jup.ag/user-docs/manage/portfolio/reclaim-sol.md). Below the last section, **Missing a position? Report it** opens a form to report a position Portfolio did not detect.

### Columns

The Holdings section has the columns below. The other sections use columns suited to their positions: Liquidity rows show the pool and the unclaimed fees, Lending rows the Supplied and Borrowed amounts with a health status, Staking rows the asset and the balance, and Trading & orders rows the market and the PnL, each with the APY and the value of the position.

| Column | Description |
| - | - |
| Asset | The token or position. |
| Value/Balance | Value of the position in your display currency, and the amount of the token held or deposited. |
| Price/24hΔ | Current token price with its 24-hour change. |
| PnL (all time) | Profit and loss on the holding since you acquired it, shown for wallet tokens. Click the column header to switch to **PnL (24h)**. |
| Yield | Current APY of a yield-bearing token (for example JLP or JupSOL), shown as a badge next to its name. |
| Actions | The Jupiter actions available on the row, see below. |

Some position types display additional information:

* Lending positions show separate Supplied and Borrowed amounts and a health status: **Safe** when there is no loan, otherwise the health percentage with its status (for example "Health 3% (Safe)"; hover it for the explanation). Clicking the health value switches between the Ratio and Factor display, see [Portfolio Settings](https://docs.jup.ag/user-docs/manage/portfolio/settings.md).
* Validator staking shows the Validator name and stake status (for example Active or Claimable).
* Leverage positions show the multiplier and Health percentage.
* Pending Jupiter Perps orders (limit orders that have not filled yet) are listed separately from open positions, with the asset, direction, trigger price, size (the order amount multiplied by the trigger price), and collateral. A wallet that only has pending orders shows no open position and no **Close** button. The collateral set aside for pending orders is shown with the orders and is not counted in the position value or the Positions subtotal, so it is never counted twice.

## Actions available from a position

Portfolio is primarily a read-only tool, but Jupiter products can be acted on from their row, for the connected wallet only.

| Action | Where and what |
| - | - |
| **Trade** | On a wallet token: opens the Trade Token dialog to buy or sell it without leaving Portfolio, see [Trading from Portfolio](#trading-from-portfolio). |
| **Earn X% APY** | Shown on holdings worth \$100 or more. On SOL: stake it for JupSOL. On tokens Jupiter Lend accepts (for example USDG): supply them to Jupiter Lend, the chip opens the deposit form for that token. |
| **Manage** | On a Jupiter Lend position: add funds, manage Earn deposits and Borrow positions. On a validator staking position: manage the stake. |
| **Cancel** | On an active Jupiter limit order or recurring (DCA) order. |
| **Close** | On a Jupiter Perps or Jupiter Predict position. |
| **Reclaim** | On the Holdings header: close empty token accounts to recover SOL, see [Reclaim SOL](https://docs.jup.ag/user-docs/manage/portfolio/reclaim-sol.md). |

> [!NOTE]
>
> Actions are only available for Jupiter products and only for the connected wallet. Positions on watched addresses, and positions on third-party protocols such as Kamino or Drift, are displayed but cannot be managed from Portfolio. The one exception is **Trade**, which opens on any wallet you view: the dialog then asks you to connect a wallet before you can trade.

## Trading from Portfolio

**Trade**, on any row of the Holdings section, opens the **Trade Token** dialog with that token preselected. It is the Spot trade form, so you can buy or sell without leaving Portfolio.

The right side of the dialog is the trade form, with the same three tabs as Spot: **Market** for an immediate swap (Ultra by default, with the settings icon to adjust it), **Limit** for a trigger order, and **DCA** for a recurring order. The token you clicked is set as the token to buy against SOL; use the arrows to sell it instead, or change either side of the pair. Orders placed here are the same as orders placed on Spot and appear in your Jupiter positions.

On a desktop screen, when your wallet is connected, the left side of the dialog shows your history with that token:

* **Token header**: symbol, mint address with a copy button, current price and 24h change, market cap, and the watchlist star.
* **Price chart**: the token price with your trades marked on it. **B** marks a candle where you only bought, **S** one where you only sold, and **T** one with both; the number under a mark is how many trades it groups. Hover a mark to see the buys and sells. Horizontal lines show your **Avg Entry** and **Avg Exit** prices. **4h**, **7d**, **30d** set the window, and **Auto** (the default) fits it to your trading history. The **Price** toggle switches the chart to market cap.
* **PnL card**: the value and amount of the token you hold, your total PnL in USD and in percent (hover it for the realized and unrealized split), your average entry price, and the total bought. **Share** produces an image card of the position.
* **Open Token Page** opens the token's [token page](https://docs.jup.ag/user-docs/trade/spot/token-page.md).
* **Trades**: every buy and sell of that token, with date, price, amount, profit, and a link to the transaction.

On a phone, or when no wallet is connected, the dialog only contains the trade form.


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