Portfolio

Portfolio And Equity

What portfolio means in the cabinet and where Equity comes from.

ImplementedLast verified: 2026-07-11Product version: v4.4Draft translation

English localization is preserved as a draft. It uses the same claim IDs and status model as the Russian source, but remains noindex until editorial review.

The cabinet portfolio is a safe user snapshot assembled from runtime snapshots, order reports or personal portfolio artifacts. Equity shows the current portfolio value from the available safe source.

When a live runtime snapshot exists, the cabinet can use `totalEquityUsd`; otherwise it falls back to safe portfolio artifacts. This is not a future result guarantee or a legal balance statement.

What Users See

  • Portfolio / Equity.
  • Result, drawdown and turnover when artifact metrics are available.
  • Available, IM/MM, positions and orders when runtime sync exists.

How It Works

  • the engine can send wallet/position snapshots.
  • `broquant.com` selects the fresh safe source for UI.
  • Artifacts pass a safety check and must not include API keys, private exchange payloads or runtime internals.

Limits

Balance, Equity and Available may come from different safe sources. If a UI label and backend field differ, the conflict is recorded in consistency findings.

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