The Trading Floor — Tab 7 of 9

Portfolios

Team capital accounts

Portfolios are the capital accounts traders bind when executing set-ups. Create live, paper, demo, or backtest portfolios with exchange connection, balance tracking, and default risk settings — with desk-level KPIs for total balance and P&L.

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What it covers

Portfolios is part of the same Trading Floor sidebar — one desk context from pulse to planning to attribution, without switching tools.

→Portfolio list with type and exchange binding
→Balance tracking and P&L per account
→Default risk settings for executions
→Create, edit, and retire portfolios
→Summary KPIs: count, total balance, aggregate P&L

Key capabilities

Separate paper and live books on the same desk
Bind executions to the correct exchange account
Track aggregate desk capital across accounts
Default sizing context for the execute wizard

What your desk gets

Clear capital account structure for multi-exchange desks
Correct buying power context on every fill
Separation of demo, paper, and live risk
Foundation for attribution and performance roll-ups

Example workflow

“Create “Binance Perps Live” portfolio → bind exchange → traders select it in execute wizard → balances roll up to desk KPIs.”

Team portfolios with exchange binding and balance tracking

In the app: /team/portfolios

How it fits the floor

Portfolios sits inside The Trading Floor — the same sidebar tab that holds Team Pulse, the thesis → set-up → execution pipeline, guardrails, allocations, and attribution. Retail journals bolt on a teams page; The Final Tape mirrors how prop desks actually operate.

Learn about the full Trading Floor