Lee tus alertas de salida y tu cartera

A portfolio is a view of what you hold. Each position row brings together an asset, an amount, and information about its value. At first, it can look like a wall of numbers. We will read one row from left to right, then connect it to the alerts and records around it. You do not need to buy or sell anything to follow along.

Start above the row. Confirm whether you are viewing Paper or Live, and identify the account or exchange connection when shown. Paper holdings are simulated. Live information belongs to the selected connected account. A familiar coin symbol does not prove that you are in the same account you were checking yesterday. Establish that context before interpreting any result.

On the desktop Portfolio table, Asset identifies the holding and Qty means quantity: how many units of that asset the position contains. Avg is its displayed average entry price per unit. Investment describes the amount attributed to the position. Value is its current displayed valuation. Read the headings even when you recognize the numbers; a price per coin and a whole position's value are different measurements.

We will use a fictional Paper holding called Example Coin. It is a teaching example, not a market to search for. Suppose the position contains ten units, with an average entry price of twenty dollars and an investment of two hundred dollars. At a displayed price of twenty-two dollars per unit, those ten units have a value of two hundred twenty dollars. For this arithmetic, assume no fees or other activity.

The Peak column needs special care. In this table, it shows the position quantity multiplied by the recorded peak price, when that information is available. It is not a guaranteed sale value, and it is not the amount of cash waiting for you. A percentage beneath it can describe the decline from that peak valuation. A dash means the peak information is not supplied here.

The asset name can open a seven-day activity view with price history and available trade information. This helps you investigate what happened around that asset. It does not replace checking the exact position when several rows share a symbol. The Sell button opens a position review flow. Opening that flow and sending an order are separate steps, which we will examine later.

Before deciding that a holding is missing, check the search filter and the setting that hides very small holdings. Also read the snapshot information where available. On a smaller screen, the layout may group information differently or require you to reveal more columns. Follow the labels rather than assuming a number has the same meaning because it occupies a familiar spot.

Try describing our example in one sentence: this Paper position holds ten units, has two hundred dollars of investment, and is currently valued at two hundred twenty dollars. That sentence already separates ownership, entry information, and changing value. Next, we will explain why the twenty-dollar difference is useful information without treating it as money from a completed sale.

A green result can feel reassuring, but first ask what kind of result it is. An unrealized gain or loss belongs to a position that is still open. Its value changes as the price information changes. A realized result belongs to an amount that has actually been sold and recorded. These words describe different stages, not different levels of confidence in a prediction.

Return to our ten example units. Their investment is two hundred dollars and their displayed value is two hundred twenty dollars. The difference is a twenty-dollar unrealized gain under our no-fee assumptions. If the displayed value falls to one hundred ninety dollars while all ten units remain open, the example instead has a ten-dollar unrealized loss. Nothing had to be sold for that displayed result to change.

P and L means profit and loss. The dollar figure describes an amount; the percentage describes that amount relative to the investment used in the calculation. Twenty dollars on two hundred dollars is ten percent. Twenty dollars on two thousand dollars is one percent. A larger percentage and a larger dollar amount are not automatically the same achievement, so read both with their starting amounts.

Now imagine a separate example in which all ten units sell for twenty-two dollars each. The gross sale amount is two hundred twenty dollars. It is not two hundred twenty dollars of profit, because the position already had two hundred dollars of investment. Before fees in this simplified example, the difference is twenty dollars. Use the actual recorded costs and fees when reviewing a real result.

You can also have realized and unrealized results at the same time. Suppose four of the ten units sell at twenty-two dollars each. Their gross proceeds are eighty-eight dollars. Using twenty dollars per unit as the example cost, those four units had eighty dollars of cost and an eight-dollar gain before fees. Six units remain open, with their own changing value. A partial sale does not close the whole position.

The Portfolio display is a valuation view, not a promise of the final proceeds of a future market order. Fees, the actual execution price, and changing market conditions can make that outcome different. In Recent Fills, a sale amount and a separately labeled P and L figure also answer different questions. Keep gross money exchanged separate from the result attributed to the sale.

Match the time period when comparing screens. A current open holding, the last seven days of asset activity, and a report covering a different date range can all show different figures for sensible reasons. Check account, mode, asset, period, and fee treatment before expecting them to agree. Do not combine a percentage from one scope with a dollar amount from another.

Here is the useful habit: name the figure before reacting to it. Is this open-position value, unrealized change, sale proceeds, or recorded realized profit and loss? For our original unsold example, twenty dollars is an unrealized gain under stated assumptions. You have understood the display when you can explain both what it tells you and what has not happened yet.

Two rows can show the same coin and still represent different positions. TraderLobby can track holdings associated with different sources or strategies. That matters when you read results, investigate an alert, or open a sell review. The symbol tells you which asset is involved. It does not, by itself, tell you the whole identity of the position.

Look for the source or strategy badge beside the asset information. Read its text, not just its color. A badge can identify a strategy or another entry source supplied to the app. It helps connect the holding to its history. It is not a statement that the strategy is currently enabled, that its subscription is active, or that a new trade will happen next.

Imagine two fictional Paper positions in Example Coin. One contains ten units and is labeled Example Strategy A. Another contains three units and is labeled Example Strategy B. Those names are demonstration labels. Both positions share an asset, but a request to sell four units from the first position should not be interpreted as a request against any thirteen units in the account.

The sell review provides more identity information where available: Owner or strategy, Account or connection, and Position ID. The position identifier is a reference that distinguishes the selected holding. You do not need to memorize it. Use it to make sure the review and any later request refer to the row you meant to inspect, especially when symbols repeat.

The currently selected strategy elsewhere in the app does not rewrite the history of every holding. Likewise, choosing a different strategy to inspect does not transfer positions into it. Read the attribution attached to the actual row or record. If a source is unknown or account information is not provided, leave that uncertainty visible rather than guessing from the nearest strategy card.

Asset history and position identity also have different scopes. Opening an asset's seven-day activity helps you understand events around that symbol. It may cover activity beyond the single row you started from. When deciding which position an event belongs to, compare the available source, account, quantity, time, and identifying references. A matching coin name is a starting point for investigation, not the conclusion.

An exit alert includes a symbol and a strategy label too. Use both as clues when finding the related holding. If more than one row could match, inspect further before choosing a control. An alert is not permission to pick the first same-symbol Sell button. If the review cannot establish a unique position identity, the app can disable selling and ask you to refresh or reconcile the holding.

Your checkpoint is to describe one position without relying only on its coin name. State the account context, symbol, quantity, and displayed owner or source, then find the position reference if you open a review. That small amount of care keeps the next step tied to the holding you actually meant. Now we can read the alert itself with the same attention.

The exit-alert panel is called Exit Watch in the English interface. It draws attention to positions close to a reported exit condition. Think of it as information to inspect, not a receipt for a finished transaction. A position can appear in Exit Watch while it is still fully open. We will read the panel without treating every highlighted row as a command to sell.

Start with the symbol and the strategy label. These help you connect the alert to the relevant holding and source. Then read the percentage beside them and the explanation farther along the row. The return percentage and a percentage described as away are different measurements. One concerns the position's return; the other describes reported distance from an exit condition.

For example, a fictional row might show a positive ten-percent return and a trail one percent away. That does not mean the position has only one percent profit, or that a sale will earn one percent. It means the panel is reporting a return and a separate distance associated with the labeled trailing condition. Read each number together with its own label.

You may see names such as hard-stop, trail, or take-profit. Broadly, these refer to different kinds of exit conditions: a loss boundary, a boundary that can follow favorable movement, or a profit-taking condition. Other strategies can supply other labels. The lesson is to recognize the kind of information being reported, not to infer a strategy's private formula or invent settings that are not displayed.

Some rows also show maximum-hold timing. A label such as max hold in, followed by an amount of time, describes reported time remaining toward that holding condition. It is not an appointment guaranteeing that an exchange will complete a sale at that instant. Hours and percentage distance answer different questions, even when both appear in the same alert explanation.

Distances can change when prices or tracked conditions update. Several reasons can appear together. Do not turn a percentage away into a prediction of how many minutes remain, and do not assume the closest condition must be the one that eventually causes an exit. Market movement, current strategy state, and the eventual action result still matter after the alert appears.

The panel may be absent when it has no alerts to display. Its absence is not a certificate that every holding is protected or that every request has finished. If information is unavailable or updates are delayed, you may not have a complete current picture. Keep using the portfolio and activity records, and investigate connection or freshness concerns instead of filling the gap with an assumption.

A good reading sounds like this: Exit Watch reports this condition for this asset and strategy, with this distance or time information. I still need a confirmed action record to know whether anything sold. That sentence turns an attention-grabbing alert into useful information. On the next page, we will follow the different messages that can appear after an actual sell request.

An alert describes a condition. A sell request asks for an action. A fill records an executed amount. These are three different kinds of evidence. A changing price can bring a position near an exit condition without creating a completed sale. Likewise, clicking a submission button does not by itself prove that the requested quantity has been sold.

In a position sell flow, Accepted means the request is awaiting confirmed fills. Pending confirmation means no fill has yet been confirmed to that flow. Read the words that follow the status rather than stopping at a reassuring first word. While the result is uncertain, keep the request reference and inspect its status instead of starting another sale to see whether that one works.

Filled, when confirmed by the server, is stronger evidence of execution. Even then, check the quantity and the matching records. Your original holding may have contained more than the amount requested. A confirmed sale of four units from a ten-unit holding leaves six units, assuming no other activity. Confirmation of a request does not automatically mean the entire original holding has disappeared.

Another message can say that the provider outcome was received while internal accounting is still pending. That means one part of the process has responded, but the app has not finished recording the result internally. The screen specifically tells you not to start another sale. Allow that request to be reconciled and check the relevant records; do not try to repair a display delay by creating another order.

A resolved request can also be described as ended with accounting confirmed. The accompanying wording matters: this does not necessarily mean the entire requested amount was sold. An ended order and a fully filled order are different outcomes. Use the executed quantity, any remaining holding, and the recorded status together to understand what actually finished.

If the request was not confirmed, or the browser closed before you saw the outcome, use the available Saved sell requests recovery flow. Its Check status or retry same request action is designed around the original request and amount. Do not clear saved requests to manufacture a fresh attempt. Recovery can be blocked when identity or account evidence is missing; read that message and return to the original context.

Closing a dialog after submission is not the same as cancelling an exchange order. A connection error is not proof that nothing happened, either. In Live, compare with the connected exchange's order and fill records when necessary. If the app received a status but failed to refresh the portfolio, treat that as a reconciliation problem rather than assuming the sale itself failed.

For any outcome, ask three questions. What was requested? What amount is confirmed as executed? What still needs an update or a status check? Those questions work for successful, partial, and uncertain results. They help you stay precise without needing to understand the software behind the scenes, and they prevent a confusing message from turning into an accidental duplicate action.

A position control should begin with a clear intention. Are you opening history to understand the holding, or reviewing an amount you might sell? For this lesson, we will inspect a fictional Paper review and stop before submission. You can learn what each field means without sending an order. On your own account, remain in read-only inspection if you are only following the demonstration.

Choose the intended position row before opening Sell. The review identifies the asset and indicates a Paper simulated order or a Live market order. Recheck that context inside the dialog, then read Owner or strategy, Account or connection, and Position ID. If any of those details do not match your intention, close the unsent review and investigate the correct holding.

Read Owned, Available, and Reserved as separate quantity information. An owned amount is not always an amount that can all be included in a new request. Reserved quantity here refers to position availability; it should not be confused with the dollar Profit Reserve from the cash lesson. Follow the labels and any explanation or restriction in the review rather than forcing a larger amount into the field.

You can enter a quantity or use the percentage controls. After using a shortcut, inspect the resulting number of units. Do not assume the percentage means that share of all your holdings, all owners of the coin, or your whole account value. This is a review for the selected position, with its own availability limits. The exact amount matters more than the convenience of the shortcut.

Our demonstration begins with ten available example units and enters four units to sell. The review can show an estimated amount of proceeds and a remaining quantity. At twenty-two dollars per unit, the simple estimate is eighty-eight dollars, with six units remaining if four actually execute and nothing else changes. The price-based estimate is not a guaranteed final receipt, especially in a changing market.

Review sale opens the confirmation stage. Read the quantity, asset, estimate, and mode again. Place sell order is the action that submits the request; reaching the review stage alone does not submit it. If the amount or context is wrong, use the available back or close controls before submission. Our teaching example stops at that boundary and does not ask you to make the trade.

Selling part of one position is also different from stopping automation. Do not assume a position-level Sell action disables its strategy, cancels a subscription, or closes other positions. Broader portfolio or trading controls have their own scopes and confirmations. If your intention concerns the whole trading setup, a single row's review is not enough evidence that you are doing that broader task.

Finish the practice by explaining what the unsent request would ask for: four units from this exact Paper position, with an estimated amount and a remaining quantity. Then close the review. If a real request had already been submitted, closing would not cancel it; you would follow its status and records. Being able to explain that difference is the key skill on this page.

Reconcile means compare records until you can explain how they fit together. After an exit, you want to connect the requested action, the recorded fill, and the remaining holding. The goal is not to force every number to look identical. It is to understand why each number has its value and leave any unresolved difference clearly identified.

Open Recent Fills to inspect recent recorded activity. Read the time, symbol, source or strategy badge, buy or sell direction, reason, and amount where shown. A sale may also include a separate realized P and L figure. That smaller result is different from the sale amount itself. Remember our example: eighty-eight dollars of gross proceeds can include only eight dollars of gain before fees.

Recent Fills is a short recent feed, not your entire account history. A missing event may be outside the visible recent set. The feed can also show a delay notice depending on access. Read that notice before comparing it with a newer portfolio update. An event missing from a delayed or limited feed is not enough evidence to conclude that it never happened.

Use Transactions for a broader check of the recorded activity. Match the selected mode and account, then review the relevant date range, filters, asset, side, quantities, prices, and fees where available. Compare identifying references when supplied. Two nearby sales of the same asset are not automatically the same event, especially when separate strategies hold that asset.

For our fictional partial sale, begin with ten units and a confirmed executed quantity of four units. With no other activity, you would expect six units remaining. If you instead see ten units, check the portfolio's freshness and the action status. If you see a different quantity, inspect for other fills or adjustments. Explain the difference from records rather than assuming the first number you saw must be wrong.

The desktop portfolio includes snapshot information and Sync Now. A refresh or sync helps request updated information; it does not create a missing fill, reverse an order, or guarantee that every service updates at the same instant. Read any error or unknown timestamp honestly. Also check hidden-small-holding settings and search filters before concluding that the remaining position has vanished.

For a Live order that remains unclear, inspect the same connected exchange account's order and fill history. Compare the order reference, time, executed quantity, and status with the app. Keep an uncertain request separate from a new trading decision. Repeatedly submitting a fresh sale is not a reconciliation method, because the earlier request may already have executed even if the display has not caught up.

If the records still do not explain the difference, gather useful evidence for support: mode, account label without sensitive details, asset, time, request reference, visible status, and sanitized screenshots. Never include API secrets or recovery codes. Your conclusion can be that the outcome remains unverified. A precise unanswered question is more useful than a confident guess about missing funds or a completed exit.

You now have a practical way to read holdings and exits. Let us put it together with one final example. Everything in this challenge is fictional Paper data. You are not choosing an investment or being asked to place an order. Your task is to explain what the screens establish, what remains open, and where you would look next.

The first screen shows Example Coin under Example Strategy A. It has ten units, an average entry price of twenty dollars, and an investment of two hundred dollars. Its displayed value is two hundred twenty dollars. Under our no-fee assumptions, name the gain and explain whether it is realized. Take a moment before continuing: there is no sale record in this first screen.

The answer is a twenty-dollar unrealized gain, or ten percent of the example investment. The holding is still open. Two hundred twenty dollars is its displayed position value, not cash already received from a sale. If the price changes while the quantity stays the same, the value and unrealized result can change too. A green figure does not change that distinction.

Now Exit Watch reports the same symbol and strategy with a trail one percent away. Another portfolio row holds three units of the same coin under Example Strategy B. Which row does the alert appear to concern, and what does the distance prove? The label points you toward Strategy A, but you still check the exact holding before an action. The distance describes a condition, not a completed exit.

Next, an illustrative sell review asks for four units from Strategy A's position. Its estimated proceeds are eighty-eight dollars at the example price. A subsequent message says Accepted and awaiting confirmed fills. Can you now declare that six units remain and eight dollars of profit has been recorded? No. Those are possible results under the example assumptions, but the accepted request has not yet supplied execution confirmation.

In the final evidence, the records confirm that four units sold at twenty-two dollars each, with no fees or other activity in this exercise. The updated Strategy A row contains six units. You can now connect eighty-eight dollars of gross proceeds to eighty dollars of example cost and an eight-dollar realized gain. Strategy B's separate three-unit position is unchanged in this scenario.

Suppose the portfolio still showed ten units instead. Your next step would be to check snapshot freshness, request status, matching activity, and any accounting delay. You would not send another four-unit sale simply to make the screen change. For an unclear Live outcome, the corresponding exchange records would also matter. Describe the uncertainty and the evidence you need before deciding what the mismatch means.

That is the routine to carry forward: identify the context and position, read the value correctly, interpret the alert, distinguish the request from its result, and reconcile the records. You can use that routine even when a market moves quickly or a message is unfamiliar. In the next chapter, we will explore how to find, compare, and understand strategies using the same habit of checking evidence before drawing conclusions.