Portfolio

The portfolio view is your dashboard — real-time balances, P&L per position, and a full history of every trade you've made through Return To BTC.

Opening Your Portfolio

Tap Portfolio from the main menu. You'll see:

💼 Portfolio (Main)
Total value: ₿0.4821  ($31,420)
24h P&L:     +₿0.0083  (+1.7%)

Below that, a list of positions sorted by value.

Per-Position Detail

Tap any position to drill in:

• Token name, ticker, contract
• Balance
• Average entry price (across all your buys via the bot)
• Current price
• Unrealised P&L (BTC and USD)
• Realised P&L (closed portions)
• Mini price chart (24h / 7d / 30d)
• Quick actions: Buy more, Sell, Set Alert, Set Limit Order

Cost Basis Tracking

Return To BTC tracks cost basis using the average-cost method. Every buy contributes proportionally to your average entry; sells reduce holdings without changing the average.

DCA buys and limit order fills are all included. Manual on-chain transfers in/out are counted as zero-cost-basis adjustments — flag them in Portfolio → Edit Basis if you want to override.

History

Portfolio → History is a chronological feed of every trade, deposit, withdrawal, and DCA buy. Filter by:

• Date range
• Asset
• Action (buy / sell / deposit / withdraw / DCA)

Export to CSV from Portfolio → Export for tax tools.

Stats

Portfolio → Stats aggregates:

• Total volume traded
• Total fees paid (network + DEX + integrator)
• Win rate on closed positions
• Best and worst trades
• Top tokens by P&L

Multi-Wallet Portfolios

If you have multiple wallets, the top of the portfolio view shows the active wallet's label. Switch wallets with Wallet → Switch. Each wallet has its own independent portfolio view and history.

For a combined view across all wallets, tap Portfolio → Aggregate.

Notifications

Optional daily, weekly, or monthly portfolio summaries delivered to your Telegram. Enable in Settings → Reports.

Privacy

Portfolio data is stored encrypted server-side and tied to your Telegram ID. Nothing is shared with third parties or shown to other users.

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