Current value pages and realized P/L
The portfolio overview and category pages are current-value views. They show what accounts, assets, and cash are worth now based on available data.
Portfolio overview and category pages
The portfolio overview and category pages focus on current value. They summarize current account value, current asset value, current cash value, allocation, and open positions.
Use these pages when you want to answer: what do I currently hold, where is it held, and what is it worth now?
Where realized P/L belongs
Realized P/L is tied to closed activity. In Bitease, realized P/L is shown on transaction/history views and in the closed positions table, not as the main focus of the current portfolio overview.
Open positions vs closed positions
Open positions help explain current value. Closed positions help explain realized results after a position has been sold or closed.
If totals look incomplete
Because current-value pages depend on market prices, manual valuations, cash balances, and currency conversion, some current totals may be partial when required data is missing.