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dashboardPortfolio

The portfolio summary for the active workspace identified by ownerID (the org alias or a workspace UUID), scoped strictly to the caller's running bots in that workspace.

dashboardPortfolio(
  ownerID: String!
): DashboardPortfolio!

Arguments​

dashboardPortfolio.ownerID ● String! non-null scalar​

Type​

DashboardPortfolio object​

Decision-ready portfolio aggregate across the caller's RUNNING bots in the active workspace, computed once on the server.

  • totalValue: Σ (open-position stake + unrealized profit)
  • openPnl: Σ unrealized profit on open positions
  • pnlDelta: openPnl as a percent of committed stake (the ▲/▼ % indicator)
  • currency: the shared stake currency of the contributing bots ("" when empty)
  • pnlSeries: trailing-7d cumulative realized PnL, one point per UTC day
  • allocation: one slice per running bot holding ≥1 open position (pcts ≈ 100)

The query errors with code MIXED_STAKE_CURRENCY when the contributing bots do not share a single stake currency (a single aggregate would mix unlike units).