> ## 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.

# Using Portfolio

> How to access Jupiter Portfolio, navigate the dashboard, use the Address Book, and manage wallet groups.

## Accessing Portfolio

Jupiter Portfolio is available at [jup.ag/portfolio](https://jup.ag/portfolio).

If you open Portfolio without a connected wallet, a landing page introduces the product; from there you can connect a wallet or open a demo portfolio.

You can view any Solana wallet's portfolio by entering its public address in the search bar. No wallet connection is required. You can also use a Solana domain name (e.g., .sol) instead of a wallet address.

If you connect your wallet, Portfolio will automatically load your positions. Some features, like the historical Chart, are only available when connected through [Jupiter Wallet](/user-docs/manage/extension-wallet) or [Jupiter Mobile](/user-docs/global/mobile).

## Navigating the Interface

The Portfolio interface is organised into four tabs: **Positions**, **Spot**, **Activity**, and **Airdrop**. The account being viewed is shown at the top of the page: click it to open the **account selector**, where you can search any wallet address or domain name, revisit recently viewed and recently connected wallets, open your bookmarks, and manage the **Address Book** (saved wallets and groups).

### Positions

The Positions tab is the main view. It contains:

**Net Worth card** — the wallet's total value in USD and SOL with its change since yesterday, plus Spot PnL and Claimable amounts. The card also carries the **Send** button (transfer tokens to any address, or create a Magic Link, via Jupiter Send) and the **Deposit** button (deposit crypto, buy with card, deposit from an exchange, or bridge from other chains).

**Analytics card** (top right) — portfolio views including a **History** chart of portfolio value over time with 1W, 1M, and 3M windows. See the [Overview page](/user-docs/manage/portfolio/index#analytics-panel) for details on each view.

**Platform sections** — all detected positions grouped by platform, each section expandable. Platform chips above the list jump to a platform's section, and **Collapse** folds all sections. See the [Overview page](/user-docs/manage/portfolio/index#positions-tab) for a detailed breakdown of position types and columns.

### Spot

The Spot tab summarises the wallet's spot trading performance: Win Rate, Realised PnL and Total PnL, a Realised PnL chart, a distribution of trade outcomes, and token-by-token lists (**Recent**, **Live Positions**, **Most Profitable**, **Activity**). The **PnL Calendar** breaks down realised PnL by day, with win streaks, and results can be shared as an image card.

### Activity

The Activity tab shows the full transaction history for the wallet, grouped by day, with the app and the amounts sent and received for each transaction. It includes **Hide failed** and **Hide spam** toggles and an **Export** option.

### Airdrop

The Airdrop tab is the [Airdrop Checker](/user-docs/manage/portfolio/airdrop-checker): airdrop eligibility for the wallet, with **All**, **Upcoming**, **Past**, and **History** filters and an **Only eligible** toggle.

## Address Book

The Address Book lets you save wallet addresses and organize them into groups for quick access.

<Note>
  Address Book data is stored locally on your device and is only visible to you.
</Note>

### Saving Addresses

<Steps>
  <Step title="Open a wallet">
    Click the account name at the top of Portfolio to open the account selector, then search for a wallet address or domain name (or pick a recently viewed wallet).
  </Step>

  <Step title="Bookmark it">
    Click **Bookmark** at the top right of the wallet's view to save it to your Address Book.
  </Step>

  <Step title="Organise (optional)">
    Click **Bookmarked** to add the wallet to a group or remove it from the Address Book. All saved wallets and groups can be managed from **Address book** in the account selector.
  </Step>
</Steps>

### Groups

Groups let you view the combined portfolio of multiple wallets at once. This is useful if you manage several wallets and want to see a unified net worth, position list, and activity feed.

**Creating a group:**

<Steps>
  <Step title="Start a group">
    Open the account selector and click **Create your first group** (or **Create a group** from a bookmarked wallet's menu). Portfolio can also suggest a group from your recently connected wallets ("View wallets together").
  </Step>

  <Step title="Add wallets">
    Add wallet addresses or domain names to the group.
  </Step>

  <Step title="Name and customize">
    Name the group and, optionally, assign it a custom icon.
  </Step>
</Steps>

You can select a group as your **default view**, so Portfolio loads that group automatically when you open the page.

<Note>
  Each group can contain up to **15 wallets**. This limit is extended to **30 wallets** if you use [Jupiter Sync](/user-docs/manage/extension-wallet/getting-started#jupiter-sync-mobile-and-extension) with Jupiter Wallet.
</Note>

### Viewing a Group

To view a group's combined portfolio, select the group from the account selector (or from the Address Book). The view updates to show aggregated data across all wallets in that group.

### Importing Addresses

You can import existing address lists using the **Import** button at the top of the Address Book page.

<Card title="New to Jupiter Portfolio? " icon="graduation-cap" horizontal href="https://academy.jup.ag/lessons/jupiter-portfolio">
  Learn how to track your Solana portfolio step by step with the Jupiter Academy guide.
</Card>