Portfolio Overview

On Cascade, users have an over-arching account. This account is composed of portfolios that the user designates. Every user on Cascade owns at least one portfolio that can be renamed. Users can create multiple portfolios to suit their needs.

Use the portfolio page to view more information about and manage your portfolio, including:

Your holdings, broken out by:
- Positions: active positions that you are exposed to.
- Cash: funds available to be used for opening new positions or allocating to strategies.
Your portfolio value over time as a chart, including your $PnL and percentage return.

You may also view your current positions on the portfolio page.

Each portfolio can have its own margin (cross) and own composition.

Use the portfolio page to view more information about and manage your portfolio, including:

Your holdings, broken out by:
- Positions: active positions that you are exposed to.
- Cash: funds available to be used for opening new positions or allocating to strategies.
Your portfolio value over time as a chart, including your $PnL and percentage return.

You may also view your current positions on the portfolio page.

Each portfolio can have its own margin (cross) and own composition.