DocsPortfolio & AnalyticsPortfolio Overview

Portfolio Overview

HeyAana gives you visibility into your portfolio across multiple pages, from a quick glance to deep analysis.

Dashboard home

Your dashboard home page shows summary widgets at a glance:

  • Portfolio value -- your current total value
  • Recent trades -- your latest activity
  • Top market -- the market where you have the most exposure

Deep analysis

For a full breakdown, head to User Analytics (/dashboard/user-analytics). This page provides:

  • Portfolio value -- total value with historical trend
  • Open positions -- all your currently active trades
  • Total PnL -- your overall profit and loss
  • Win rate -- percentage of trades closed in profit

Charts and visualizations

Exposure by Event

A donut chart showing how your portfolio is distributed across different events. Helps you spot concentration risk.

PnL by Position

A bar chart breaking down profit and loss for each individual position. Quickly see your winners and losers.

Position breakdown

The analytics page includes a detailed position grid showing every trade with full context: market, direction, entry price, current value, and PnL.

Review your analytics weekly to identify patterns in your trading. Look for which market types and strategies are working best for you.