Let's give each part of the workspace a job. You do not need to memorize every number. Learn the question each area answers, and you will know where to look when you need it.

Start with the balance area. This helps answer, what cash is shown in this workspace? Read its labels carefully. Tradable refers to cash available for trading within the displayed context. Locked identifies the profit reserve in this balance display. It does not simply mean every asset you own, and it is not a general label for every possible exchange restriction. Reserve controls change how cash is handled, so we will leave them alone during the tour.

Now find Portfolio. Its question is, what positions or holdings am I looking at, and how are they doing? A position is an amount held in an asset. Depending on the view, you may see its quantity, value, strategy information, and profit or loss. Profit or loss describes a gain or decline for the measurement shown. A changing value on an open position is not the same as cash from a completed sale.

Summary cards provide a wider view. Read the measurement and its time period together. Value, fees, and return percentages answer different questions. A label such as last twenty-four hours sets a time window. Potential cash from closing holdings is an estimate, not a promise that all those holdings can be sold instantly for that exact amount. Do not add every card together as though each one were separate money.

Coin Universe answers, which markets can I explore in this view? It is a market list, not a list of everything you own. Strategy Eligible Candidates has a different purpose: it shows candidates surfaced by the strategy system. A candidate is not proof that an order has been placed, and appearing in a list is not a promise of a good outcome.

Exit alerts help draw attention to positions approaching the exit conditions being tracked. An alert is information to review. It is not a receipt for a completed sale. Recent fills, where available, show recent executions. A fill means an order has actually executed for some amount. An order can have more than one fill, so a single entry does not always describe the complete order.

Transactions gives you a place to investigate recorded activity beyond the brief recent view. Keep the account, mode, filters, and time period consistent when comparing screens. Two views can look different because they are answering different questions.

For your check, choose three questions: What cash is shown? What do I hold? Which markets can I explore? Point to the area that answers each one. If your account has no holdings or recent fills, explain the area's purpose anyway. You do not need to create trading activity to learn the map.