> For the complete documentation index, see [llms.txt](https://docs.trycoinpilot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trycoinpilot.com/profile/portfolio-and-accounts.md).

# Portfolio & Accounts

{% hint style="info" %}
Your Coinpilot account is your main profile.

From the **Profile** tab, you can view your Portfolio and manage balances for different markets:

* **Crypto & Stock Balance** – for crypto and stock copy trading
* **Prediction Balance** – for prediction market copy trading
* You can also **transfer funds between these balances**, allowing you to move capital across markets without withdrawing.

Both are accessible from one place, allowing you to manage capital across markets with clarity and separation.
{% endhint %}

<div align="left"><figure><img src="/files/o1zx7otrUbpzfRsGU5UQ" alt="" width="188"><figcaption></figcaption></figure></div>

The **Profile** tab is your control center for monitoring performance and managing funds.

On this page, you can:

* View your **Total Balance**
* Toggle between **Balance** and **PnL**
* Deposit or withdraw funds
* Track your copied traders and positions

### **Total Balance & PnL**

At the top of the page, you can see your **Total Balance**, which reflects the combined value of your Crypto and Prediction balances.

You can toggle between:

* **Balance** – Current total account value
* **PnL** – Profit and loss performance

This gives you a quick overview of how your portfolio is performing.

You can also:

* Tap **`Deposit`** to add funds, or transfer funds between Crypto & Stock <> Prediction balance
* Tap **`Withdraw`** to move funds out

### **Copy Traders**

Under the **`Copy Traders`** tab, you can monitor the traders you are copying.

You can switch between:

* **`Active`** – Traders you are currently copying
* **`Closed`** – Traders you have stopped copying
* **Market selector** (**`Crypto & Stocks`** / **`Prediction`**)

Each trader card displays:

* Allocated balance
* Total PnL
* ROI
* Current leverage
* Copy duration
* Number of copied positions

You can tap **`Edit Copy`** to adjust allocation and copy settings.

### Copy Trader Details & Trade Log

You can review the detailed activity of your copied traders, including:

* Open and closed positions
* Full trade history (trade log)
* Recent activity and performance

To view this, go to the **`Profile` page** and tap **`Details`** on any copied trader.

For a full explanation of how this works, see:

* Crypto & Stock Perpetual → [Manage Your Portfolio](/copy-trade/crypto-perpetual/manage-your-portfolio.md)
* Prediction Market → [Manage Your Portfolio](/copy-trade/prediction-market/manage-your-portfolio.md)

### **Stop Copying**

#### To stop copying a single trader:&#x20;

You can stop copying a specific trader in two ways:

1. Go to **`👤 Profile`** page. Locate the trader Under **`Copy Traders`**. Tap **`Edit Copy`** and select **`Stop Copying`**.

* Or you can go to **`Crypto / Stock / Predic`** page. Find the trader you are currently copying. Tap **`Edit Copy`** and select **`Stop Copying`**.

#### To stop copying all traders:

You can also stop copying all traders at once.

1. Go to **`👤 Profile`** page.&#x20;
2. Scroll to the bottom of the **`Copy Traders`** section.
3. Tap **`Stop All Copy Traders`**.
4. Review the summary and confirm.
5. Tap **`Stop Copying All`** to complete the action.

### **Adjust Active Position Risk (Optional) - Per Position Control**

You can modify Take Profit or Stop Loss for individual positions from the Profile page.

**`👤 Profile`**  → Positions → Active → ✎

See [**Advanced Settings**](https://docs.coinpilot.com/copy-trade/crypto-perpetual/advanced-settings#managing-active-positions-optional-per-position-control) for details on how these controls work.

### Share a P\&L card

You can share your trading results directly from the **`👤 Profile`** page. Coinpilot automatically generates a shareable **P\&L card** that you can copy or send to friends.

There are 2 ways to share your P\&L card.

#### 1. Share from Copy Traders

You can share the performance of traders you have copied, whether the copy is **`active` or `closed`**.

**Active Copy**

1. Go to the **`👤 Profile`** page.
2. Locate the trader under **`Copy Traders`**.
3. Tap the **Share icon** on the trader card.
4. A P\&L card will be generated automatically.
5. You can **Copy** the card or **Share it directly**.

**Closed Copy**

1. Go to the **👤 Profile** page.
2. Find the trader under **Copy Traders**.
3. Tap the **dropdown menu** on the card.
4. Select **Share** to generate the P\&L card.

<div align="left"><figure><img src="/files/HQv7YJyli02acEUxW2YA" alt="" width="188"><figcaption></figcaption></figure></div>

#### 2. Share from Positions

You can also share P\&L from individual trading positions.

1. Go to the **👤 Profile** page.
2. Tap **`Details`** of a copied trader.
3. Select either **Active** or **Closed** positions.
4. Tap the position you want to share.
5. Tap **Share link**. A P\&L card will be generated for the selected position.

<div align="left"><figure><img src="/files/5MOv2H2GsJiO2cWVIEqD" alt="" width="188"><figcaption></figcaption></figure></div>

{% hint style="info" %}
P\&L sharing works the same way for both **Crypto & Stock Perpetual** and **Prediction Market** trades.
{% endhint %}