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The home screen and the portfolio screen share the same three tiles under your balance: Margin used, Cash and Health. Here’s what each one means, using the numbers you’ll see in the app.

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Your balance

The large number at the top is everything in your account: Cash plus Margin used, plus or minus the unrealized profit or loss on any open positions. It moves with the market while you have positions open — that’s not a glitch, that’s your live account value. The smaller line underneath, for example $0.00 (0.00%), is how much that balance has changed over the period shown. On the portfolio screen you pick the period with 1D, 1W, 1M or ALL, and the chart above the tiles plots the same thing over time.

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Cash

The part of your balance that isn’t committed to anything. This is what you can use to open new positions or withdraw right now. With no positions open, Cash and your balance are the same number.

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Margin used

The money currently posted behind your open positions. It’s still your money, but it’s working: it’s the collateral backing your trades, so you can’t withdraw it or spend it on new positions until the positions holding it are closed. Close a position and its margin — plus or minus that position’s profit or loss — moves back to Cash immediately.

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Health

The ring next to Health shows how far your account is from liquidation. 100% with a full green ring means nothing is at risk — that’s what you see with no positions open. As a position moves against you the percentage falls and the ring drains; low Health means a further move could liquidate. Each open position also shows its own health on the position screen. For isolated-margin positions, that per-position number is the one to watch: one struggling trade says nothing about the rest of your account. For cross-margin positions, health reflects the shared balance backing all your cross positions. The two modes are explained in Margin. Two ways to improve health:
  1. Reduce the position — closing part of it lowers the exposure the margin has to support.
  2. Add collateral — on an isolated position, add margin directly to it from the position screen; on a cross position, add funds to your account. Either moves liquidation further away.

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Open positions and History

Below the chart, the portfolio screen lists your Open positions — with none open it shows 0 Open positions and a shortcut to explore markets. History lists every position you’ve opened or closed, newest first. Each line reads the same way: the size and direction ($3.9K Long Opened), then the quantity, market and price (456.4 CXMT · $8.56), and the date. Closed positions also show the realized profit or loss on the right, in green or red.
  • Margin: isolated and cross — what the collateral actually does, in both modes.
  • Leverage — how position size relates to the margin behind it.
  • Liquidation — what happens when Health runs out, and how to stay clear of it.