Portfolio Management

Summary

The Portfolio Page provides a unified view of a user’s total holdings across all connected venues and wallets, automatically aggregating balances. It displays a user’s combined portfolio value, open orders, and positions in real time as data updates from both on-chain and off-chain sources. Wallets for all supported networks are automatically provisioned so users can receive and trade assets immediately. A user’s portfolio refreshes at least every 60 seconds or whenever there is either portfolio activity or a price change. A built-in News Feed delivers relevant market updates directly alongside the user's portfolio.

Overview In today’s fragmented landscape, traders are forced to piece together their portfolios across dozens of exchanges, wallets, and chains. This is a time-consuming and error-prone process that costs users via missed opportunities and hidden costs. Terrace’s Portfolio Page eliminates that fragmentation by pulling all of a traders on-chain and off-chain assets into one consolidated view. Whether tokens sit on Ethereum, Solana, Binance, or OKX, Terrace tracks and updates them in real time.

Assets that live outside supported chains are cleared and settled programmatically across supported chains (EVM, SPL, BTC, LTC, DOGE) while all other tokens remain tradable but require manual withdrawal requests. This changes with the launch of Terrace Custody.