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Open Copy Trading → Portfolio to view your copy trading accounts together. Account management is available separately under Accounts, and Grid strategies have their own page under Trading Bots.

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Portfolio Summary

The overview displays four summary metrics for the covered copy trading accounts:

Total Value

Current account value for the covered accounts. This is not simply available USDC, and open-position value must not be added again to an equity balance that already includes it.

Total PnL

Aggregated perpetual PnL for the selected period. It is distinct from a change in total account value caused by deposits or withdrawals.

ROI

Return calculated using NAV share accounting and recorded capital flows, with valuation scope determined by each account’s mode.

Active Copy Accounts

Number of copy trading accounts currently marked active. Several accounts copying the same trader still count separately.
Balances, strategy status, history, and return calculations can load separately. If a resource is unavailable or incomplete, the interface can show a loading state, an unavailable value, or a previous successful snapshot with a refresh notice. A missing value does not mean zero.

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Performance Charts

Switch between PnL and Account Value. The selected series determines what the line represents; the PnL line is not an equity curve. Available periods are 1D, 7D, 30D, 60D, 90D, and All. The 60D and 90D views are derived from available longer history. All uses the available account history, which is not necessarily the time since Owly registration. The chart’s gain/loss color follows the displayed PnL state. It does not mark each section of an account-value curve as an independently profitable or losing period.

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Copy Trading Account Cards

Each card combines the account’s balance, saved copy configuration, trader information, and strategy status. Expand the available details to inspect metrics and the copied trader. Depending on status and permissions, actions include settings, starting or stopping copying, and closing positions. The cards’ short-period Return metrics can compare perpetual PnL with capital adjusted for recorded cash flows. Their calculation and capital scope differ from the overview’s NAV ROI; compare the tooltip and data warnings as well as the displayed percentage. Stopping copying and closing positions are separate operations. Check the stop dialog’s close positions option and verify the resulting account status and positions.

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Understanding Portfolio ROI

The overview uses NAV share accounting to separate external capital changes from returns:
Deposits and withdrawals add or remove shares using the tracked NAV. For unified and portfolio margin accounts, the valuation scope includes perpetual, spot, Vault, and staking assets. Other supported modes use perpetual account value. A portfolio can therefore combine account scopes, while its displayed PnL remains perpetual PnL. ROI is unavailable when required account history, account mode, or ledger information cannot be established, or when a relevant cash flow cannot be classified. Do not substitute a simple balance-change formula for that unavailable value.

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Portfolio SL/TP

Use the portfolio strategy control to configure loss, take-profit, and drawdown-from-high thresholds for the covered copy trading accounts. Review the covered accounts, baselines, current trigger values, and check interval. Saving, disabling, and recalibrating are separate actions.
Compare PnL and ROI over the same period, then check fees, funding, and the covered account scope. See Core Concepts and Risk Management for the calculation and control boundaries.