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Portfolio

BRO-ker portfolios summarise balances and positions across the wallets connected to the bot. Use /portfolio for a combined overview or open a network portfolio directly.

Command Scope
/portfolio Combined network overview
/solport Solana wallets and positions
/ethport Ethereum wallet and holdings
/baseport Base wallet and holdings
/rhport Robinhood Chain wallet and holdings
/arcport Arc testnet portfolio preview

How the overview is assembled

flowchart LR
    W[Selected BRO-ker wallets] --> B[On-chain balances]
    W --> H[Tracked tokens and scans]
    T[Confirmed BRO-ker trades] --> P[Position and cost-basis records]
    Q[Live market and exit quotes] --> V[Estimated values]
    B --> O[Portfolio overview]
    H --> O
    P --> O
    V --> O

The combined view can show total estimated value, available native or stable balances, positions, and data-freshness indicators. An unavailable provider can make a value stale or unverified without changing the underlying on-chain balance.

Solana portfolios

Solana portfolios can include SOL, USDC, and supported SPL-token balances across managed wallets. Token rows link back to the token sheet, where you can inspect the position, request a sell quote, open charts, or view PnL.

Tokens can be hidden from the displayed portfolio without being sold, transferred, or removed from the wallet. Use the hidden-token controls to restore them.

EVM portfolios

Ethereum, Base, and Robinhood Chain portfolios use the active network wallet. They combine the native asset, displayed stable balance, and supported tokens discovered through BRO-ker activity or contract scans.

A token missing from the list can still be present on-chain. Open its exact contract or check the network explorer. Hiding a holding changes only the BRO-ker view.

Arc preview

Arc is currently a testnet portfolio preview denominated in testnet USDC. Arc values are not mainnet holdings and should not be combined mentally with real-value balances.

Valuation and freshness

Portfolio values are estimates derived from available prices, token metadata, balances, and live routes. They can be incomplete when:

  • a token has no reliable price or executable liquidity;
  • the wallet contains an unsupported or unscanned asset;
  • a provider or RPC endpoint is delayed;
  • a transaction is pending or has not reached the required confirmation;
  • a token rebases, charges transfer fees, or uses unusual balance logic.

Use a block explorer for ownership and balance verification. Use a fresh executable sell quote, rather than a headline price alone, to understand potential exit value.

What tracked position means

Cost basis, initial amount at risk, realised return, and PnL are based on confirmed trades recorded by BRO-ker. Transfers and trades made elsewhere can make these figures differ from a complete tax or accounting record.

BRO-ker portfolio data is a trading aid, not an audited statement or tax report.