> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sterlinglabs.co/llms.txt
> Use this file to discover all available pages before exploring further.

# The Portfolio overview

> The KPI row and the Positions table: what each figure measures, and what a missing figure means.

## What the Portfolio overview shows you

* **The KPI row** sums up the whole book: its value, returns, today's biggest movers, risk and exposure.
* **The chart** plots the book, a position or a trade over time. See [Portfolio charts](/portfolio/charts).
* **Positions** lists what you hold. **Trade Log** and **Activity** sit beside it and cover your trades and cash movements. See [Trade Log and Activity](/portfolio/trade-log-and-activity).

## Where to find it

Select **My Portfolio** in the left-hand navigation. The overview is the page that opens.

## Using the Portfolio overview

### Filtering by brokerage

Select a brokerage in the page header to narrow **Positions**, **Trade Log** and **Activity** to that brokerage, or **All** for every account. The KPI row and the chart always cover the whole book. Hover a brokerage to see when it last synced.

### KPI row

| Card | What it measures |
| - | - |
| **Portfolio Value** | Your holdings at live prices plus cash, with today's change. Where a holding can't be priced live, your broker's figure is used |
| **Open-position return** | Unrealized gain or loss on the positions you hold now, as a share of what they cost. Gains and losses on positions you've sold aren't included |
| **Current winner** / **Current loser** | Today's biggest rise and biggest fall among your holdings since the previous close. If none of your holdings rose today, no holding is shown as **Current winner**. If none of them fell, no holding is shown as **Current loser** |
| **Best all-time** | The highest return Sterling has recorded for the book |
| **Max drawdown** | The largest fall from a peak to a later low in the book's value, adjusted for deposits and withdrawals. Sterling updates it throughout the trading day, so the peak or the low can be at any time of day, not only at the close |
| **Sharpe** | The book's return per unit of volatility over the past year. It needs at least 21 trading days of history, so a newer book has no Sharpe figure yet |
| **Net exposure** | The size of your long positions minus the size of your short positions, as a share of the book's value |
| **Gross exposure** | The size of your long and short positions added together, as a share of the book's value. Above 100% means your positions add up to more than the book is worth |

Outside market hours, the cards show their values from the last session's close. If Sterling can't work out a figure, the card shows a row of dots instead. Hover the dots for the reason.

### Positions

Above the table, **Weight** shows how much of the book is invested, with **Total value**, **Cash** and **Buying power** beside it.

Select a row to add it to the chart. While rows are selected, **Weight** shows their combined share of the book instead.

| Column | Meaning |
| - | - |
| **Entry Price** | Your average cost per share. Sterling works it out from your trade history where it can, otherwise it uses your broker's figure. Hover it to see which |
| **Price** | The price used to value the position. Hover it to see how recent it is |
| **Today's P\&L** | The estimated move on your current shares since the previous close |
| **Unrealized P\&L** | Gain or loss on the position at the current price |
| **Weight** | The position's share of the book |
| **IRR** | The position's annualized internal rate of return. It needs at least 90 days of holding, so a newer position has no IRR yet |

To see which holdings are priced live, and why a figure can differ from your broker's, see [How the portfolio numbers are computed](/portfolio/how-the-numbers-are-computed).

## Frequently asked questions

### Why is my open-position return zero after I sold at a profit?

It only counts positions you hold now. Gains on positions you've sold are excluded, so selling a position takes its gain out of the figure. Your realized results are in the [Trade Log](/portfolio/trade-log-and-activity).

### A holding appears twice.

A security held in two accounts appears as two rows. The **Broker** column tells them apart.

## Related articles

* [Your portfolio in Sterling](/portfolio/what-is-portfolio)
* [Portfolio charts](/portfolio/charts)
* [How the portfolio numbers are computed](/portfolio/how-the-numbers-are-computed)


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