Portfolio Overview
Track all your investments in one place. See what's working, what's not.
⏱️ Time to read: 4 minutes 📱🌐 Platform: Both iOS & Web 👤 Best for: Everyone with connected brokerage
📊 What is the Portfolio?
The Portfolio is your command center for tracking investments.
Think of it as:
Your trading dashboard
Net worth tracker
Performance monitor
Position manager
Shows:
All your holdings (stocks, options, cash)
Current values
Profit/Loss
Today's performance
Historical returns
Updates in real-time during market hours.
📱 Where to Find Portfolio
iOS
Open Ape AI
Tap Portfolio tab (bottom right, wallet icon)
See your full portfolio view
Bottom Navigation:
💬 Chat
🧭 Discover
📊 Portfolio ← You are here
Web
Go to app.Ape AI.com
Click Portfolio (left sidebar)
Full portfolio page opens
Left Sidebar:
🏠 Home
💬 Chat
🎯 Themes
📊 Portfolio ← You are here
⚙️ Settings
🎨 Portfolio Layout
Top Section: Summary Cards
Total Portfolio Value 💰
$45,250.00 +$2,105 (+4.88%) Today +$8,250 (+22.3%) All Time
Shows:
Current total value
Today's change ($ and %)
All-time P&L ($ and %)
Cash Available 💵
$5,000.00 Available to trade
Shows:
Buying power
Settled cash
Unsettled funds (if any)
Day's Performance 📈
+$2,105 (+4.88%) 8 positions up 🟢 | 2 down 🔴
Shows:
Intraday profit/loss
Number of winners vs losers
Visual breakdown
Middle Section: Your Positions
List of all holdings:
Example Position Card:
TSLA - Tesla Inc. 10 shares
Current: $465.20 (+$15.20, +3.38% today) Avg Cost: $450.00 Total Value: $4,652.00 Profit: +$152.00 (+3.38%)
Snapshot Grade: A- 🟢
Tap/click to view full ticker page
Color Coding:
🟢 Green = Profitable position
🔴 Red = Losing position
⚪ White/Gray = Break-even
Sort Options:
By % Gain (biggest winners first)
By % Loss (biggest losers first)
By Value (largest positions first)
By Today's Change
Alphabetical
Bottom Section: Performance Charts
1. Portfolio Value Over Time
Line chart showing growth
Toggle timeframes: 1D | 1W | 1M | 3M | 1Y | ALL
2. Asset Allocation
Pie chart of your holdings
By stock (what % is TSLA, AAPL, etc.)
By sector (Tech 40%, Healthcare 20%, etc.)
3. Winners vs Losers
Bar chart
Green bars = Profitable positions
Red bars = Losing positions
🎯 Key Metrics Explained
Total Portfolio Value
What it is: Current market value of all your holdings + cash
Formula:
Example:
10 TSLA @ $465 = $4,650
50 AAPL @ $180 = $9,000
Cash = $5,000
Total = $18,650
Cost Basis
What it is: How much you paid for each stock (avg if multiple buys)
Why it matters: Determines your profit/loss and tax liability
Example:
Bought 5 TSLA @ $440 = $2,200
Bought 5 more @ $460 = $2,300
Cost Basis = $4,500 / 10 shares = $450/share
Unrealized P&L
What it is: Paper gains/losses on open positions
Formula:
Example:
10 TSLA @ $465 current
Cost basis $450
Unrealized P&L = ($465 - $450) × 10 = +$150
Not real money until you sell!
Realized P&L
What it is: Actual profits/losses from closed trades
Shows in: Order history, tax reports
Example:
Bought 10 AAPL @ $170 = $1,700
Sold 10 AAPL @ $180 = $1,800
Realized P&L = +$100
This IS real money (and taxable).
Day Change
What it is: How much your portfolio moved today
Resets daily at 4:00 PM ET close
Example:
Yesterday close: $45,000
Today now: $47,105
Day Change: +$2,105 (+4.68%)
Return %
What it is: Total return since you started
Formula:
Example:
Invested $37,000 total
Current value $45,250
Return = ($45,250 - $37,000) / $37,000 = +22.3%
💼 Multiple Accounts View
Connected multiple brokerages?
Portfolio shows:
Combined total at top
Breakdown by account
Switch between accounts with dropdown
Example View:
All Accounts: $65,250
Robinhood: $35,000 (12 positions)
TSLA, AAPL, NVDA, AMD, etc.
Webull: $25,000 (8 positions)
Day trading positions
Ape Paper: $5,250 (3 positions)
Testing strategies
Filter:
View all accounts together
Or select one account to view
🎭 Portfolio by Companion
Blitz (Day Trader) View 🚀
Focus:
Intraday P&L (today's $ change)
Open positions (what's active NOW)
Realized P&L today (closed trades)
Quick access to close positions
Layout: Compact, real-time focused
Maverick (Momentum Trader) View 📈
Focus:
Weekly/monthly performance
Swing positions (multi-day holds)
Upcoming exit targets
Risk/reward per position
Layout: Balanced, trend-focused
Sage (Long-Term) View 🏦
Focus:
Total return (all-time)
Dividend income
Asset allocation
Quality scores for holdings
Long-term growth chart
Layout: Big-picture, fundamental metrics
🤖 AI-Powered Features
Portfolio AI
Your personal portfolio AI assistant.
Tap "Portfolio AI" button to:
Get portfolio analysis
Ask questions about holdings
Rebalancing suggestions
Risk assessment
Example questions:
"How's my portfolio doing?"
"What should I sell?"
"Am I too concentrated?"
"Which holding is riskiest?"
Learn more about Ask Maverick →
Snapshot Grades for Each Holding
Every stock in your portfolio gets graded A-F:
Fundamental Grade
Technical Grade
Sentiment Grade
Risk Grade
Quickly see: Which holdings are strong, which are weak
Smart Alerts
AI watches your portfolio and alerts you:
🚨 "TSLA dropped 5% today. Time to review?"
💰 "AAPL up 15% since purchase. Consider taking profits?"
⚠️ "AMD earnings tomorrow. High risk event."
📊 "Your tech exposure is now 60%. Consider rebalancing."
⚙️ Portfolio Settings
Customize Your View
📱 iOS: Portfolio → ⚙️ (top right) 🌐 Web: Portfolio → Settings icon
Options:
Display: Show/hide certain metrics
Sorting: Default sort order
Notifications: Portfolio alerts
Privacy: Hide $ amounts (show % only)
Tax Lots: FIFO vs LIFO for cost basis
Privacy Mode
Don't want people seeing your screen?
Enable Privacy Mode:
Hides dollar amounts
Shows only percentages
Masks position sizes
Great for: Screenshots, showing friends, public settings
📊 Performance Tracking
Time Period Views
Toggle between:
1D: Today's performance
1W: This week
1M: This month
3M: Quarter performance
YTD: Year to date
1Y: Past year
ALL: Since inception
See: How your portfolio performed in each timeframe
Benchmark Comparison
Compare your performance to:
S&P 500 (SPY)
Nasdaq (QQQ)
Dow Jones (DIA)
Custom benchmark
Example:
Your Portfolio: +22.3% S&P 500: +15.8% You're beating the market by +6.5%! 🎉
Or:
Your Portfolio: +8.2% S&P 500: +15.8% You're underperforming by -7.6% 😔
Humbling but important to know!
💡 Pro Tips
1. Check Portfolio Daily (But Don't Obsess)
Morning routine:
Check overall P&L
See biggest movers
Read AI alerts
Plan day's trades
Don't check every 5 minutes. That's stressful.
2. Use Snapshot Grades
Quick portfolio health check:
Sort by grade (worst first)
See which holdings are struggling
Consider trimming positions with D or F grades
Double down on A grades
3. Monitor Allocation
Don't be too concentrated:
Keep any single stock under 20% of portfolio
Diversify across sectors
AI will alert if you're too concentrated
4. Set Target Exits
For each position, know:
Profit target (where to sell for gains)
Stop loss (where to bail if wrong)
Time frame (how long to hold)
Portfolio helps you track this.
5. Review Weekly, Not Daily
Weekly review (Sunday evening):
What worked this week?
What didn't?
Any positions to trim?
What to add next week?
Deep review monthly.
❓ FAQ
Q: Why doesn't my portfolio match my broker exactly? A: Small delays (1-2 seconds) during fast markets. Refresh if needed.
Q: Can I manually add positions? A: No, positions sync from connected brokerages. Use Ape Paper Trading to track paper positions.
Q: Does Portfolio include options? A: Yes! Options positions shown with expiration and strike.
Q: What about crypto? A: Crypto stocks (COIN, MARA) yes. Actual crypto (BTC, ETH) not yet.
Q: Can I see historical portfolio value? A: Yes! Use the time period charts (1M, 3M, 1Y, ALL).
Q: Does Portfolio include dividends? A: Yes! Dividend income shown in realized P&L.
What's Next?
Explore Portfolio Features:
Tracking Positions → - Manage your holdings
Portfolio AI → - Portfolio AI assistant
AI Analysis Tools → - Advanced portfolio analysis
Improve Your Portfolio:
Portfolio Health Check → - Review your holdings
Your Portfolio = Your Trading Command Center. Check it daily! 📊🚀
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