> For the complete documentation index, see [llms.txt](https://bread-5.gitbook.io/bread/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://bread-5.gitbook.io/bread/predict-terminal/portfolio-management.md).

# Portfolio management

### What the portfolio shows

* **Active positions** — open positions with current PnL
* **Open orders** — active limits and stops
* **History** — closed positions with final PnL
* **Resolved markets** — positions on closed markets ready to claim
* **Balance** — your funds size

### Active positions

Each open position shows:

* Market name
* Side (YES / NO)
* Number of shares
* Average entry price
* Current price
* Unrealized PnL (in dollars and percent)
* Resolution date
* Actions: Sell, Add limit / stop

**PnL = (Current price − Entry price) × Number of shares.** Resolution pays 1 dollar per share if you predicted correctly.

### Closing a position before resolution

From the active position card:

* **Sell shares** → trade modal with the reverse operation
* You get the current market price for all or part of the shares
* PnL is locked in and the position moves to History

Useful when:

* Price moves in your favor and you want to lock in profit
* Price went against you and you don't want to wait for resolution
* You're rotating to another market

### Open orders

The **Open Orders** section shows all active:

* **Limits** — sit in the Polymarket order book
* **Stops** — serviced by a bread.hot worker

Actions: **Cancel** returns liquidity instantly.

### Trade history

Closed positions with the final outcome:

* Opened / closed dates
* Entry / exit prices
* Realized PnL
* Market side

Useful for post-analysis.

### Resolutions and claim

After the event closes, the market enters **Resolved** status:

* If you were on the right side — the position converts to 1 dollar per share
* If on the wrong side — the position goes to zero
* Payout requires a **Claim / Redeem** action — converting winnings to your wallet balance

**With Auto-Redeem:** positions convert automatically after resolution without a manual action. Fee — 1% per operation.

**Without Auto-Redeem:** you click Claim manually on each closed position.

***


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://bread-5.gitbook.io/bread/predict-terminal/portfolio-management.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.