# Portfolio overview

#### Welcome to the portfolio section

<figure><img src="/files/DxDOXL3SncY4bBx0Qwiq" alt=""><figcaption></figcaption></figure>

If you’ve linked your API(s), this is where you’ll see your coins and their total value. The data is refreshed every 15 minutes. In this section, we’ll guide you through what you can see here and the available functions.

<figure><img src="/files/MkKkQwP3C8Kblce2UFpb" alt=""><figcaption><p>Portfolio explained</p></figcaption></figure>

* **Arrow 1:** Here, you’ll find the different tabs for exchanges, plus the Compare function. The Compare function is covered in a separate chapter. Click on the exchange you’ve linked via API.
* **Arrow 2:** The areas marked with Arrow 2 are clickable. You can view either your entire portfolio (all coins on the exchange) or Basket 1 or Basket 2 for this exchange.
* **Arrow 3:** If you want to rebalance a coin that’s not yet available in your portfolio, you can purchase it directly without needing to go to the exchange itself. Note that these purchases are made with EURO or USDT, which are stablecoins.
* **Arrow 4:** This button allows you to manually refresh your portfolio. For example, if you’ve purchased something directly on the exchange and it’s not yet visible in this tool, you can use this to update your view.
* **Arrow 5:** Use this option to select between viewing your portfolio value in EURO or DOLLAR.
* **Arrow 6:** Displays the total value of your portfolio on Bitvavo.

<figure><img src="/files/vwqawBW8GzmKCYWjA32Y" alt=""><figcaption><p>Columns portfolio explaned</p></figcaption></figure>

#### The Columns Explained

* **Arrow 1:** This column lists the coins you currently hold on the exchange.
* **Arrow 2:** Here, you’ll see the quantity of each coin you have.
* **Arrow 3:** This shows the target percentage (norm) you set via the rebalancing menu. If rebalancing is not active, this column will not display a target percentage, and you’ll see the standard portfolio view instead.
* **Arrows 4 and 5:** These columns show the difference between the target percentage (norm) and the current percentage. Green indicates the amount that needs to be purchased, while red shows what will be sold to bring the basket back into balance.
* **Arrow 6:** This column displays the total value per coin and the overall total of your portfolio at the moment.

This overview should help you navigate and use the Portfolio section effectively.


---

# Agent Instructions: 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:

```
GET https://academy.rebalancenow.io/basics/portfolio-overview.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
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.