Unified Portfolio
Aggregate positions across every connected platform
The **Unified Portfolio** (`/dashboard/portfolio/unified`) aggregates every position you hold across all connected prediction-market platforms into a single cross-platform P&L view. Instead of bouncing between separate Polymarket and Kalshi dashboards β each with its own currency conventions, fee structures, and price formats β you get one normalized ledger that answers the only question that actually matters: **am I up or down overall, and where is the risk concentrated?**
This page is the home base for traders who run capital on more than one venue. It does not place orders, scan for edge, or run automation β it is purely the consolidated reporting and risk layer that sits on top of everything else you do in Predite.
## What It Does
The Unified Portfolio pulls your open positions, recent fills, and realized history from each platform you have connected, then merges them into one table and one set of headline metrics. The core work it does for you:
- **Normalizes pricing.** Polymarket trades in decimal cents (0.00β1.00) on its CLOB; Kalshi quotes contracts in whole cents (1β99Β’). The unified view converts both to a common probability-style display so a "62Β’ YES on Kalshi" and a "0.62 YES on Polymarket" line up visually and can be compared directly.
- β’**Consolidates P&L.** It computes unrealized P&L (mark-to-market on current best bid/ask), realized P&L (closed positions and resolved markets), and total P&L across all venues in one figure, denominated in USD.
- β’**Aggregates exposure.** It shows your total capital at risk, your largest single position, and your net directional tilt β so you can see if you are accidentally over-concentrated in one event or one outcome side across two different platforms.
- β’**De-duplicates correlated bets.** When you hold the same underlying event on two venues (e.g. the same election outcome listed on both Polymarket and Kalshi), the unified view flags them as correlated so you understand your true exposure to that event rather than treating them as two independent positions.
- β’**Tracks cost basis and fees.** Each line carries its entry price, current mark, size, fees paid, and per-position P&L, with platform-specific fee models already baked into the numbers.
The result is a single screen where total equity, total P&L, and per-event risk are all true across venues β not a mental sum you have to do yourself.
## Live vs. Coming Platforms
Predite is rolling out platform connectors in stages. The Unified Portfolio reflects whatever you have connected today and will automatically fold in new venues as they go live β no migration on your part.
- **Polymarket β Live.** Full read of open positions, fills, and resolved-market history via your connected wallet. P&L is marked against live CLOB order-book prices.
- β’**Kalshi β Live.** Full position and fill sync through your connected Kalshi API credentials, marked against Kalshi's live quotes.
- β’**Additional venues β Coming.** Further exchanges are on the roadmap. When a new connector ships, any markets you hold there will appear in the unified table automatically once you connect that account; your historical P&L on that venue back-fills as far as the platform's API exposes it.
Until a platform is live, positions you hold there simply will not appear in Predite β there is no manual-entry mode in the unified view today. If you trade somewhere not yet supported, treat the unified total as "P&L across connected venues" rather than "all of my prediction-market P&L."
## How It Differs From the Single-Platform Portfolio
Predite also ships a per-platform **[Portfolio](/docs/portfolio)** page. The two are complementary, and knowing which to open saves time:
- The **single-platform Portfolio** scopes to exactly one venue. It shows venue-native detail β Polymarket's raw CLOB fills and on-chain settlement, or Kalshi's contract-level breakdown β in that platform's own conventions. Use it when you are debugging a specific fill, reconciling against the exchange's own statement, or working entirely within one venue.
- β’The **Unified Portfolio** scopes across every connected venue at once. It trades some venue-native granularity for a normalized, apples-to-apples roll-up. Use it for your morning P&L check, weekly review, or whenever you need to reason about total risk rather than one-venue risk.
A simple rule: **open the single-platform Portfolio to inspect, open the Unified Portfolio to decide.** The single-platform page is the source of truth for venue-specific reconciliation; the unified page is the source of truth for "how am I doing overall."
One important consequence of normalization: small display rounding can occur when converting between cent conventions. If a number on the unified page differs by a fraction from the single-platform page, the single-platform page (which shows venue-native precision) is authoritative for that line.
## Plan Gating
Access scales with your plan:
- **Starter ($29/mo):** Connect and view a single platform. The Unified Portfolio renders, but with one venue connected it will mirror that platform's positions β you get the unified layout without true cross-platform aggregation until a second venue is added.
- β’**Pro ($59/mo):** Full multi-platform aggregation. Connect both Polymarket and Kalshi (and future venues as they ship) and see the complete cross-platform P&L, correlation flags, and combined exposure. This is the tier most multi-venue traders want.
- β’**Bot ($99/mo):** Everything in Pro, plus the unified view becomes the reporting surface for automated and live-traded positions. Note that **live trading and bot execution require the Bot plan** β see **[Live Trading](/docs/live-trading)** and **[Bot Overview](/docs/bot-overview)**. Positions opened by your bots appear in the unified ledger tagged by their source strategy.
If your account is on Starter and you want true cross-platform numbers, the upgrade path is: add the second platform connection, then move to Pro.
## Getting Started: Step by Step
1. **Connect your first platform.** Follow **[Connecting Your Wallet](/docs/connecting-wallet)** to link Polymarket, and connect your Kalshi API credentials for Kalshi. The unified view needs at least one live connection to populate. 2. **Connect a second platform (Pro+).** To unlock genuine cross-platform aggregation, connect both supported venues. Each connector authorizes read access so Predite can sync positions and fills. 3. **Open `/dashboard/portfolio/unified`.** Find it under **Dashboard β Portfolio β Unified**. On first load Predite performs an initial sync; large fill histories can take a moment to back-fill. 4. **Confirm the headline metrics.** At the top you will see **Total Equity**, **Total P&L** (with unrealized and realized split out), and **Capital at Risk**. Verify these against your own expectation before drilling in. 5. **Scan the position table.** Each row is one position: market title, platform badge, side (YES/NO), size, entry price, current mark, fees, and per-position P&L. Sort by P&L to surface your biggest winners and losers instantly. 6. **Check correlation flags.** Any event you hold on more than one venue is grouped or badged as correlated. Expand it to see your true combined exposure to that single outcome. 7. **Filter by platform or status.** Use the filters to isolate one venue, or to switch between open positions and resolved/closed history when you are reviewing realized results.
## Reading the Numbers
A few definitions to keep your interpretation honest:
- **Unrealized P&L** is mark-to-market: `(current mark β entry price) Γ size`, net of estimated exit fees. It moves every time the order book moves and is not money you have until you close.
- β’**Realized P&L** is locked in: it comes from positions you have already exited and markets that have resolved. This is the figure to trust for performance review.
- β’**Capital at Risk** is the total cost basis of open positions β what you stand to lose if every open position resolved against you. On binary contracts this is your actual downside, which makes it a cleaner risk gauge than notional.
- β’**Net tilt** summarizes whether your open book leans long one side of correlated events across venues.
For deeper journaling and trade-by-trade attribution beyond what the table shows, export or cross-reference with the **[Trade Journal](/docs/trade-journal)**.
## Tips
- **Use it as your daily first stop.** One glance at Total P&L and Capital at Risk tells you whether anything moved overnight and whether you are over-exposed before you start trading.
- β’**Watch correlation badges before sizing up.** It is easy to think you have two modest positions when you actually have one large bet on the same event split across Polymarket and Kalshi. The unified view exists partly to stop exactly that mistake β and it pairs naturally with the **[Kelly Calculator](/docs/kelly-calculator)** when deciding how much more (if any) to add.
- β’**Compare venue pricing on the same event.** When the same outcome is cheaper on one venue, that gap is the raw material for **[Arbitrage](/docs/arbitrage)**. The unified table is often where you first notice it.
- β’**Reconcile realized P&L weekly, not daily.** Unrealized swings are noise; realized is signal. Filter to closed/resolved positions for an honest weekly read.
- β’**Tag bot vs. manual on the Bot plan.** If you run automation, use the source filter to separate strategy-driven fills from your discretionary trades so you can judge each book on its own.
## Gotchas
- **Only connected, live venues count.** The unified total is "P&L across connected supported platforms," not your entire prediction-market life. Positions on un-supported or un-connected venues are invisible here. Keep your mental model accurate.
- β’**Marks depend on liquidity.** Unrealized P&L is marked against the current best bid/ask. In a thin or wide market, the mark can overstate what you would actually receive on exit. Treat unrealized numbers in illiquid markets as soft.
- β’**Sync lag exists.** Positions reflect the most recent successful sync, not necessarily the last second. Immediately after a fill on the exchange, give the connector a moment to refresh before assuming a discrepancy is a bug. For order-by-order truth, the single-platform Portfolio and the exchange itself are authoritative.
- β’**Resolved-market timing varies by venue.** A market that has resolved on the exchange may take a short time to move from unrealized to realized in the unified view, depending on how quickly the platform's API reports settlement.
- β’**Rounding on normalization.** As noted above, cent-convention conversion can introduce sub-cent display differences versus the native page. The single-platform page wins any tie.
- β’**Credential or wallet disconnects break sync.** If a Kalshi API key is revoked or a wallet connection drops, that venue's positions will silently stop updating. If a platform's numbers look frozen, re-check the connection first β see **[Security](/docs/security)** for how credentials are stored and scoped.
## How It Connects to the Rest of Predite
The Unified Portfolio is the reporting hub that the rest of the platform feeds into and reads from:
- **[EV Scanner](/docs/ev-scanner)** and **[AI Probability](/docs/ai-probability)** find the edge; the Unified Portfolio shows what happened after you acted on it.
- β’**[Live Trading](/docs/live-trading)**, **[TWAP Orders](/docs/twap-orders)**, and **[Copy Trading](/docs/copy-trading)** create positions that land directly in this ledger.
- β’**[Bot Overview](/docs/bot-overview)** and **[Bot Strategies](/docs/bot-strategies)** run automated books whose results you monitor here, tagged by strategy.
- β’**[Notifications](/docs/notifications)** can alert you to large P&L swings or risk thresholds surfaced on this page.
Think of it as the scoreboard: everything else generates plays, and the Unified Portfolio keeps the running total across the whole field.
## Related Docs
- [Single-Platform Portfolio](/docs/portfolio)
- β’[Live Trading](/docs/live-trading)
- β’[Connecting Your Wallet](/docs/connecting-wallet)
- β’[Arbitrage](/docs/arbitrage)