Portfolio Graphs
The GX Exchange trading interface provides real-time portfolio visualization tools to help traders monitor performance, risk exposure, and historical returns.
Account Overview Chart
The account overview displays a time-series chart of total account equity:
- Time range selections: 1 hour, 4 hours, 1 day, 1 week, 1 month, 3 months, all time
- Equity line: Total account value (collateral + unrealized PnL) plotted over time
- Deposit/withdrawal markers: Vertical indicators showing when capital was added or removed
- Benchmark overlay: Optional overlay showing buy-and-hold performance of a selected asset for comparison
PnL Breakdown
Realized vs. Unrealized
A stacked area chart showing:
- Realized PnL (green/red): Cumulative profit or loss from closed positions
- Unrealized PnL (blue): Current mark-to-market value of open positions
- Funding PnL (orange): Cumulative funding payments received or paid
Per-Market PnL
A bar chart breaking down PnL contribution by market:
- Each market (BTC-USD, ETH-USD, etc.) shown as a separate bar
- Positive bars (profit) and negative bars (loss) clearly distinguished
- Sortable by absolute PnL, percentage return, or market name
Position Exposure
Notional Exposure Chart
A horizontal bar chart showing current notional exposure per market:
- Long positions extend to the right (green)
- Short positions extend to the left (red)
- Bar width proportional to notional value in USDC
- Leverage indicator overlay showing effective leverage per position
Margin Utilization
A gauge chart showing:
- Used margin: Sum of maintenance margin requirements for all positions
- Free collateral: Available margin for new orders
- Liquidation buffer: Distance from the liquidation threshold (as a percentage)
Historical Returns
Daily Returns Distribution
A histogram showing the distribution of daily returns:
- X-axis: percentage return buckets
- Y-axis: frequency (number of days)
- Mean and standard deviation annotated
- Useful for assessing strategy consistency
Cumulative Return Curve
A line chart showing cumulative returns over time:
- Starting from the first trade or deposit
- Adjusted for deposits and withdrawals (time-weighted return methodology)
- Drawdown periods highlighted in a shaded overlay beneath the curve
Risk Metrics
The portfolio dashboard displays key risk metrics:
| Metric | Description |
|---|---|
| Total equity | Current account value |
| Unrealized PnL | Sum of open position PnL |
| Margin usage | Percentage of equity committed as margin |
| Leverage | Aggregate notional / equity |
| Max drawdown | Largest peak-to-trough decline |
| Sharpe ratio | Risk-adjusted return (if sufficient history) |
Data Export
All portfolio data is available for export:
- CSV download: Historical trades, funding payments, and daily snapshots
- API access: Programmatic access to all portfolio metrics for integration with external analytics tools
- Node data: Raw trade and order status data available from full node output at
node_trades/hourly/{date}/{hour}