> For the complete documentation index, see [llms.txt](https://vantix-ai-docs.gitbook.io/vantix-ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://vantix-ai-docs.gitbook.io/vantix-ai/core-features/portfolio-management-dashboard.md).

# Portfolio Management Dashboard

The Portfolio Management Dashboard provides a consolidated view of user holdings across multiple chains and protocols. Features include:

* **Real-time P\&L Tracking:** Continuous calculation of unrealized and realized gains per asset.
* **Allocation Analysis:** Visual charts showing asset distribution, risk exposure by token, and chain-level breakdowns.
* **Historical Performance:** Time-series charts and exportable reports for audit and tax purposes.

Data is synchronized via WebSocket streams from the backend API and on-chain event listeners, ensuring minimal lag between on-chain events and UI updates.


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