Portfolio
Portfolio is the web account workspace for account value, USDC actions, tables, and historical records.
Account Mode
Portfolio supports Unified Account and Standard Mode.
| Mode | Meaning |
|---|---|
| Unified Account | USDC is managed as a unified balance across supported features |
| Standard Mode | Spot, Perps, and XYZ / Equities [XYZ] use separate balances; USDC may need to be transferred to the required balance before trading |
Standard Mode Balances
| Balance | Purpose |
|---|---|
| Spot | Holds spot assets and USDC that is not automatically available as perpetual margin |
| Perps | Provides USDC collateral for HyperCore-native perpetual positions |
| XYZ / Equities [XYZ] | Provides USDC collateral for XYZ HIP-3 positions and does not share its balance with Perps |
XYZ positions require USDC in the XYZ / Equities [XYZ] balance. In Standard Mode, Transfer supports Spot to Perps, Spot to XYZ, Perps to XYZ, and the reverse direction for each pair.
Funds Actions
Available funds actions are:
- Deposit
- Withdraw
- Transfer
- Send
See Deposits, Withdrawals, and Sends for rules, fees, and minimums.
Balances and Positions
Use Balances to review USDC held in each account balance and the amount available for trading or transfer.
Use Positions to review and manage active perpetual positions.
Open Orders and TWAP
Use Open Orders to manage active non-TWAP orders and trigger orders before they fire. Open orders can be canceled.
Open Orders can be filtered by direction and supports cancel actions. Market orders usually do not stay in Open Orders because they normally fill or fail immediately.
Active TWAPs can be terminated. Parent-order history and child-order fills remain available for review.
Trade History, Funding History, Order History, and Deposits and Withdrawals provide View All and Export CSV controls where available.
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