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.