02PORTFOLIO / NAV

Portfolio NAV

Connect real investment accounts to review NAV, available capital, and history.

Portfolio NAV

Available: --0 assets · 0 accounts

The real NAV curve appears after at least two syncs

Trading account NAV (control plane)

Server-side daily NAV of the trading account, shown separately from the portfolio NAV above. All figures come from the backend reconciliation ledger.

Connected accounts

NEEDS CONFIG

Connect brokerage, retirement, and investment accounts.

NEEDS CONFIG

Select Interactive Brokers LLC (US) in Plaid for read-only accounts and holdings.

PUBLIC API

Read equity, spot balances, and perpetual positions from a public wallet address.

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